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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
374,757
shares
|
$9.51 Million
1.83% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
373,853
shares
|
$9.49 Million
0.76% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
363,094
shares
|
$9.22 Million
3.81% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
343,754
shares
|
$8.72 Million
0.21% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
331,426
shares
|
$8.41 Million
0.17% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
326,949
shares
|
$8.3 Million
0.14% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
313,069
shares
|
$7.95 Million
0.01% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
298,661
shares
|
$7.58 Million
4.46% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
295,536
shares
|
$7.5 Million
0.29% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,889
shares
|
$7.48 Million
0.05% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
280,485
shares
|
$7.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
277,076
shares
|
$7.03 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
262,435
shares
|
$6.66 Million
2.57% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
256,019
shares
|
$6.5 Million
3.37% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
245,228
shares
|
$6.22 Million
0.13% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
243,926
shares
|
$6.19 Million
4.09% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
237,870
shares
|
$6.04 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
237,771
shares
|
$6.03 Million
0.26% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
234,939
shares
|
$5.96 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
231,785
shares
|
$5.88 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
231,445
shares
|
$5.87 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
228,435
shares
|
$5.8 Million
0.02% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
227,219
shares
|
$5.77 Million
1.36% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
219,609
shares
|
$5.57 Million
0.04% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
218,398
shares
|
$5.54 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.6%
|