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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
82,052
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
80,595
shares
|
$2.05 Million
0.64% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
79,326
shares
|
$2.01 Million
0.24% of portfolio
|
Q2 2025
Added 59.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
79,165
shares
|
$2.01 Million
0.15% of portfolio
|
Q2 2025
Added 89.3%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
79,150
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
78,859
shares
|
$2 Million
1.58% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
77,766
shares
|
$1.97 Million
0.28% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
76,673
shares
|
$1.95 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
73,823
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
73,750
shares
|
$1.87 Million
1.18% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
73,657
shares
|
$1.87 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
73,304
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
68,830
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2025
Reduced 55.33%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
68,109
shares
|
$1.73 Million
0.26% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
67,567
shares
|
$1.71 Million
0.78% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
66,990
shares
|
$1.7 Million
0.08% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
66,490
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
66,140
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
66,017
shares
|
$1.68 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
65,938
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 43.29%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
65,270
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
63,495
shares
|
$1.61 Million
0.92% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
62,612
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
62,435
shares
|
$1.58 Million
1.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
62,321
shares
|
$1.58 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.19%
|