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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
356,875
shares
|
$9.03 Million
0.59% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
354,738
shares
|
$8.98 Million
0.85% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
334,263
shares
|
$8.46 Million
0.21% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
326,949
shares
|
$8.28 Million
0.14% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
319,779
shares
|
$8.09 Million
0.16% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
297,384
shares
|
$7.53 Million
0.12% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
295,047
shares
|
$7.47 Million
4.62% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,889
shares
|
$7.46 Million
0.05% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
281,145
shares
|
$7.12 Million
0.08% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
278,277
shares
|
$7.04 Million
0.51% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
275,892
shares
|
$6.98 Million
0.01% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
266,729
shares
|
$6.75 Million
0.28% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
261,700
shares
|
$6.62 Million
0.01% of portfolio
|
Q1 2025
Added 725.55%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
259,761
shares
|
$6.57 Million
1.79% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
258,850
shares
|
$6.55 Million
3.66% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
237,854
shares
|
$6.02 Million
3.85% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
237,771
shares
|
$6.02 Million
0.26% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
237,481
shares
|
$6.01 Million
1.43% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
236,985
shares
|
$6 Million
2.04% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
232,683
shares
|
$5.89 Million
0.19% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
227,306
shares
|
$5.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
225,654
shares
|
$5.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
221,624
shares
|
$5.61 Million
0.02% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
220,136
shares
|
$5.57 Million
1.38% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
219,726
shares
|
$5.56 Million
1.34% of portfolio
|
Q1 2025
Added 4.64%
|