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 |
|---|---|---|---|---|---|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
160,860
shares
|
$4.08 Million
1.31% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
159,691
shares
|
$4.05 Million
1.02% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
158,729
shares
|
$4.03 Million
2.27% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
157,900
shares
|
$4.01 Million
0.63% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
157,719
shares
|
$4 Million
1.6% of portfolio
|
Q2 2025
Added 76.53%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
153,710
shares
|
$3.9 Million
0.28% of portfolio
|
Q2 2025
Added 79.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.86 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
151,801
shares
|
$3.85 Million
0.6% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
150,383
shares
|
$3.82 Million
0.02% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
146,325
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
145,276
shares
|
$3.69 Million
0.79% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
143,037
shares
|
$3.63 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
142,335
shares
|
$3.61 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
141,297
shares
|
$3.59 Million
0.79% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.52 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
136,620
shares
|
$3.47 Million
1.65% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
136,100
shares
|
$3.45 Million
0.3% of portfolio
|
Q2 2025
Added 86.06%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
135,917
shares
|
$3.45 Million
0.85% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
135,326
shares
|
$3.43 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
133,386
shares
|
$3.39 Million
0.23% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,559
shares
|
$3.36 Million
0.74% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
131,021
shares
|
$3.33 Million
1.4% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
130,721
shares
|
$3.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
128,824
shares
|
$3.27 Million
2.26% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
128,411
shares
|
$3.26 Million
2.07% of portfolio
|
Q2 2025
Added 4.45%
|