Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
721,170
shares
|
$18.1 Million
0.82% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
693,982
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
683,514
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
643,000
shares
|
$16.1 Million
0.27% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
614,638
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
549,429
shares
|
$13.8 Million
5.22% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
542,320
shares
|
$13.6 Million
1.3% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
524,008
shares
|
$13.1 Million
1.45% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
521,201
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
503,097
shares
|
$12.6 Million
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
455,536
shares
|
$11.4 Million
3.49% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
455,231
shares
|
$11.4 Million
0.35% of portfolio
|
Q3 2024
Added 102.22%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
439,436
shares
|
$11 Million
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
397,784
shares
|
$9.96 Million
0.06% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,463
shares
|
$9.92 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
373,949
shares
|
$9.36 Million
0.14% of portfolio
|
Q3 2024
Added 938.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
364,269
shares
|
$9.12 Million
1.83% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
341,520
shares
|
$8.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
326,949
shares
|
$8.18 Million
0.14% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
308,104
shares
|
$7.71 Million
0.72% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
299,491
shares
|
$7.5 Million
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
291,975
shares
|
$7.31 Million
3.02% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
284,269
shares
|
$7.12 Million
0.17% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
281,362
shares
|
$7.04 Million
1.39% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
280,520
shares
|
$7.02 Million
4.16% of portfolio
|
Q3 2024
Added 2.62%
|