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 |
|---|---|---|---|---|---|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
43,807
shares
|
$1.11 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
43,233
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2020
Reduced 72.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,412
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 79.84%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
41,929
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
41,820
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Added 93.53%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
41,600
shares
|
$1.05 Million
0.68% of portfolio
|
Q4 2024
Added 378.16%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
41,200
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 110.74%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
40,108
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 67.46%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
39,597
shares
|
$1 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
39,414
shares
|
$995,597
0.54% of portfolio
|
Q4 2024
Added 309.24%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
39,151
shares
|
$988,954
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,438
shares
|
$970,943
0.02% of portfolio
|
Q3 2024
Added 192.08%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
38,079
shares
|
$961,875
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
36,993
shares
|
$934,443
0.27% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
36,535
shares
|
$922,874
0.0% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
36,437
shares
|
$920,398
0.15% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
36,028
shares
|
$910,067
0.5% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,936
shares
|
$907,743
0.08% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
34,026
shares
|
$859,496
0.46% of portfolio
|
Q4 2024
Added 112.4%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
33,797
shares
|
$853,712
0.0% of portfolio
|
Q4 2024
Added 33.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,763
shares
|
$827,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
32,232
shares
|
$814,180
0.0% of portfolio
|
Q4 2024
Added 141.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
31,700
shares
|
$800,742
0.0% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
30,413
shares
|
$768,232
0.25% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,390
shares
|
$742,391
0.01% of portfolio
|
Q4 2024
Added 21.31%
|