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 338 institutions that hold shares in the stock, with a total of 78.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
90,557
shares
|
$2.27 Million
0.93% of portfolio
|
Q4 2024
Added 387.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
89,861
shares
|
$2.25 Million
0.07% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
88,845
shares
|
$2.22 Million
0.47% of portfolio
|
Q4 2024
Added 20.43%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
84,217
shares
|
$2.11 Million
1.38% of portfolio
|
Q4 2024
Reduced 34.23%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
76,897
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 61.12%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
76,136
shares
|
$1.91 Million
0.73% of portfolio
|
Q4 2024
Added 121.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
73,881
shares
|
$1.85 Million
0.02% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
73,432
shares
|
$1.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
71,736
shares
|
$1.8 Million
1.77% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
71,510
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
68,707
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
67,950
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Added 30.3%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
67,064
shares
|
$1.68 Million
0.37% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
65,775
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
64,465
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
64,367
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 449.91%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
64,045
shares
|
$1.6 Million
0.54% of portfolio
|
Q4 2024
Added 69.77%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
61,119
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
60,810
shares
|
$1.52 Million
0.31% of portfolio
|
Q4 2024
Added 60.3%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
59,016
shares
|
$1.48 Million
1.14% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
58,999
shares
|
$1.48 Million
0.23% of portfolio
|
Q4 2024
Added 60.99%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
58,320
shares
|
$1.46 Million
0.73% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
57,896
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
56,981
shares
|
$1.43 Million
0.88% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
56,835
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
New holding
|