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 299 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
145,457
shares
|
$3.64 Million
2.37% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
144,319
shares
|
$3.61 Million
1.38% of portfolio
|
Q3 2024
Added 547.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.47 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
136,739
shares
|
$3.42 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
135,120
shares
|
$3.38 Million
2.16% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
134,685
shares
|
$3.37 Million
0.37% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
133,312
shares
|
$3.34 Million
1.12% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
133,176
shares
|
$3.33 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
131,129
shares
|
$3.28 Million
0.25% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
128,837
shares
|
$3.22 Million
1.17% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
128,046
shares
|
$3.2 Million
2.25% of portfolio
|
Q2 2024
Added 25.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
128,022
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
125,984
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2024
Added 38.59%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
124,328
shares
|
$3.11 Million
0.83% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
119,244
shares
|
$2.98 Million
1.41% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
117,778
shares
|
$2.95 Million
0.16% of portfolio
|
Q3 2024
Added 78.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
115,690
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
112,489
shares
|
$2.81 Million
0.25% of portfolio
|
Q3 2024
Added 248.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
108,381
shares
|
$2.71 Million
1.86% of portfolio
|
Q3 2024
Added 118.66%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
107,428
shares
|
$2.69 Million
0.44% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
105,663
shares
|
$2.64 Million
1.88% of portfolio
|
Q3 2024
Reduced 43.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
103,769
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
102,969
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
102,848
shares
|
$2.57 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
102,073
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2024
Added 216.34%
|