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 |
|---|---|---|---|---|---|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
118,703
shares
|
$3 Million
2.37% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
115,650
shares
|
$2.93 Million
0.76% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
108,460
shares
|
$2.75 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
106,579
shares
|
$2.7 Million
0.58% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,120
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 105.64%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
103,545
shares
|
$2.62 Million
2.28% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
102,087
shares
|
$2.58 Million
0.13% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100,207
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
99,508
shares
|
$2.52 Million
1.44% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
95,216
shares
|
$2.41 Million
1.78% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
94,232
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
90,863
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
89,701
shares
|
$2.27 Million
1.2% of portfolio
|
Q1 2025
Added 163.62%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
89,345
shares
|
$2.26 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
88,071
shares
|
$2.23 Million
1.52% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
87,731
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
85,416
shares
|
$2.16 Million
0.17% of portfolio
|
Q1 2025
Added 32.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,735
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
84,460
shares
|
$2.14 Million
0.84% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
82,331
shares
|
$2.08 Million
1.08% of portfolio
|
Q1 2025
Added 108.89%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
82,102
shares
|
$2.08 Million
1.42% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78,838
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
78,000
shares
|
$1.97 Million
0.67% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
76,792
shares
|
$1.94 Million
1.76% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
74,380
shares
|
$1.88 Million
1.41% of portfolio
|
Q1 2025
Added 15.57%
|