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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
217,327
shares
|
$5.52 Million
2.31% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
216,784
shares
|
$5.5 Million
0.06% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
206,648
shares
|
$5.24 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
205,942
shares
|
$5.23 Million
0.62% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
204,764
shares
|
$5.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
204,720
shares
|
$5.2 Million
2.15% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
204,088
shares
|
$5.18 Million
0.07% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
201,633
shares
|
$5.12 Million
0.73% of portfolio
|
Q2 2025
Added 66.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
195,830
shares
|
$4.97 Million
3.98% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
191,183
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2025
Added 2526.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
183,533
shares
|
$4.66 Million
0.46% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
182,476
shares
|
$4.63 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
181,021
shares
|
$4.59 Million
1.23% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
180,264
shares
|
$4.58 Million
0.01% of portfolio
|
Q2 2025
Added 26.84%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.55 Million
2.86% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
178,508
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
177,664
shares
|
$4.51 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
176,402
shares
|
$4.48 Million
0.29% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
174,045
shares
|
$4.42 Million
0.34% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.38 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
171,595
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
169,698
shares
|
$4.31 Million
0.24% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
168,983
shares
|
$4.29 Million
1.35% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
168,982
shares
|
$4.29 Million
0.29% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
167,249
shares
|
$4.24 Million
1.92% of portfolio
|
Q2 2025
Reduced 10.88%
|