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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
61,416
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
60,585
shares
|
$1.54 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
59,455
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
58,530
shares
|
$1.49 Million
0.57% of portfolio
|
Q2 2025
Added 46.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
56,674
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 62.6%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
55,838
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
55,324
shares
|
$1.4 Million
1.09% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
55,087
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
54,995
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
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%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
52,893
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
52,303
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
52,283
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
50,997
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
50,207
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 69.92%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
49,954
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
49,921
shares
|
$1.27 Million
0.54% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
49,640
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
49,327
shares
|
$1.25 Million
0.59% of portfolio
|
Q2 2025
Added 111.56%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
48,774
shares
|
$1.24 Million
0.2% of portfolio
|
Q2 2025
Added 39.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
48,575
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
48,418
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
47,788
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
47,776
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
46,996
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Added 237.03%
|