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 345 institutions that hold shares in the stock, with a total of 82.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
59,016
shares
|
$1.49 Million
1.14% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
58,999
shares
|
$1.49 Million
0.23% of portfolio
|
Q4 2024
Added 60.99%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
58,320
shares
|
$1.47 Million
0.73% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
57,896
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
56,981
shares
|
$1.44 Million
0.88% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
56,835
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
56,031
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2024
Reduced 27.26%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
55,259
shares
|
$1.4 Million
0.63% of portfolio
|
Q4 2024
Added 305.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,563
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2021
Reduced 99.42%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
54,502
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
54,335
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2024
Added 61644.32%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
54,144
shares
|
$1.37 Million
0.47% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
54,124
shares
|
$1.37 Million
0.76% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
53,441
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
53,215
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
Added 14.59%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
53,161
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
50,899
shares
|
$1.29 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
50,632
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 143.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
49,168
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Added 57.56%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
48,920
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
48,601
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
46,390
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
45,493
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 342.32%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
44,700
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
44,137
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 43.61%
|