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 388 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
966,581
shares
|
$24.5 Million
2.29% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
956,237
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2025
Added 157.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
923,155
shares
|
$23.4 Million
1.15% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
861,339
shares
|
$21.9 Million
3.94% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
856,628
shares
|
$21.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
799,940
shares
|
$20.3 Million
0.02% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
708,935
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
651,849
shares
|
$16.5 Million
1.78% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
611,726
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
582,469
shares
|
$14.8 Million
0.31% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
557,751
shares
|
$14.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
553,279
shares
|
$14 Million
0.07% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
549,429
shares
|
$13.9 Million
5.22% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
506,366
shares
|
$12.9 Million
0.17% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
504,847
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
503,097
shares
|
$12.8 Million
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
497,196
shares
|
$12.6 Million
0.33% of portfolio
|
Q2 2025
Added 396.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
489,815
shares
|
$12.4 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
479,654
shares
|
$12.2 Million
0.21% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
469,153
shares
|
$11.9 Million
3.54% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
412,682
shares
|
$10.5 Million
6.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
397,397
shares
|
$10.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,463
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
379,589
shares
|
$9.63 Million
1.77% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
375,003
shares
|
$9.52 Million
0.58% of portfolio
|
Q2 2025
Added 5.08%
|