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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
214,174
shares
|
$5.42 Million
2.22% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
203,367
shares
|
$5.15 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
203,332
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Added 47.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
202,044
shares
|
$5.11 Million
0.07% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
191,183
shares
|
$4.84 Million
0.0% of portfolio
|
Q1 2025
Added 2526.14%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
188,911
shares
|
$4.78 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
188,628
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Added 48.24%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
187,666
shares
|
$4.75 Million
2.51% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
187,115
shares
|
$4.74 Million
4.29% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
184,933
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
183,543
shares
|
$4.65 Million
0.49% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
180,394
shares
|
$4.57 Million
1.34% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
176,930
shares
|
$4.48 Million
2.94% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
176,718
shares
|
$4.47 Million
0.06% of portfolio
|
Q1 2025
Added 43.78%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.42 Million
2.81% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.37 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
169,698
shares
|
$4.3 Million
0.24% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
169,686
shares
|
$4.29 Million
0.19% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
167,403
shares
|
$4.24 Million
0.31% of portfolio
|
Q1 2025
Added 20.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
165,037
shares
|
$4.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
162,182
shares
|
$4.1 Million
1.41% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
160,860
shares
|
$4.07 Million
1.37% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
158,204
shares
|
$4 Million
0.57% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
154,071
shares
|
$3.9 Million
0.42% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.85 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|