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 299 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,951
shares
|
$599,254
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,583
shares
|
$590,046
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
22,685
shares
|
$567,578
0.07% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
22,569
shares
|
$564,676
0.09% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,011
shares
|
$550,715
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
21,498
shares
|
$537,879
0.02% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
21,422
shares
|
$535,978
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
21,295
shares
|
$532,800
0.06% of portfolio
|
Q4 2023
Added 97.27%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
21,189
shares
|
$530,148
0.48% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,752
shares
|
$519,215
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,170
shares
|
$504,653
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,876
shares
|
$497,297
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
19,571
shares
|
$489,666
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,550
shares
|
$489,141
0.05% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
19,481
shares
|
$487,414
0.36% of portfolio
|
Q1 2023
Reduced 30.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
19,026
shares
|
$476,030
0.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,770
shares
|
$469,625
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
18,593
shares
|
$465,196
0.2% of portfolio
|
Q1 2024
Added 116.07%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
18,566
shares
|
$464,521
0.4% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
18,557
shares
|
$464,296
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,786
shares
|
$445,005
0.04% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
16,981
shares
|
$424,864
0.03% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,906
shares
|
$422,988
0.0% of portfolio
|
Q3 2024
Added 69.55%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
16,779
shares
|
$419,810
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,020
shares
|
$400,820
0.23% of portfolio
|
Q3 2024
Added 28.89%
|