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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
128,299
shares
|
$3.26 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
127,826
shares
|
$3.24 Million
1.57% of portfolio
|
Q2 2025
Added 42.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
125,371
shares
|
$3.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
125,334
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
124,382
shares
|
$3.16 Million
0.59% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
124,193
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.92%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
123,330
shares
|
$3.13 Million
2.35% of portfolio
|
Q2 2024
Added 16.14%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
121,742
shares
|
$3.09 Million
2.39% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
120,733
shares
|
$3.06 Million
0.75% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
117,964
shares
|
$2.99 Million
0.7% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
112,534
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
107,475
shares
|
$2.73 Million
0.13% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
106,579
shares
|
$2.7 Million
0.55% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
103,539
shares
|
$2.63 Million
1.37% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
102,340
shares
|
$2.6 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
99,584
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
99,008
shares
|
$2.51 Million
1.69% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
97,990
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
97,869
shares
|
$2.48 Million
0.83% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
96,235
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
95,669
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
94,220
shares
|
$2.39 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
91,704
shares
|
$2.33 Million
0.86% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
91,368
shares
|
$2.32 Million
1.39% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
90,047
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2025
Added 6.27%
|