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 362 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
952,148
shares
|
$24.1 Million
2.0% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
900,351
shares
|
$22.8 Million
1.26% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
889,298
shares
|
$22.5 Million
2.3% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
861,339
shares
|
$21.8 Million
3.94% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
852,481
shares
|
$21.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
758,840
shares
|
$19.2 Million
0.02% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
696,384
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
640,398
shares
|
$16.2 Million
1.82% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
598,608
shares
|
$15.2 Million
0.02% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
577,658
shares
|
$14.6 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
566,467
shares
|
$14.3 Million
1.64% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
549,429
shares
|
$13.9 Million
5.22% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
503,097
shares
|
$12.7 Million
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
490,280
shares
|
$12.4 Million
0.41% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
470,591
shares
|
$11.9 Million
3.71% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
461,427
shares
|
$11.7 Million
0.06% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
457,054
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
413,820
shares
|
$10.5 Million
0.15% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
413,131
shares
|
$10.5 Million
0.16% of portfolio
|
Q1 2025
Added 501.29%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
409,236
shares
|
$10.4 Million
0.2% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,463
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
371,636
shares
|
$9.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
368,813
shares
|
$9.33 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
365,515
shares
|
$9.25 Million
1.84% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
362,694
shares
|
$9.18 Million
3.93% of portfolio
|
Q1 2025
Added 13.64%
|