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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
46,669
shares
|
$1.18 Million
0.21% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
45,356
shares
|
$1.15 Million
1.1% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
45,205
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
43,498
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
41,915
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
40,988
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
40,191
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 249.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
40,000
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
39,916
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
39,562
shares
|
$1 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
37,725
shares
|
$957,460
0.34% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
36,593
shares
|
$928,730
0.24% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
35,546
shares
|
$902,157
0.13% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
35,337
shares
|
$896,853
0.01% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
34,851
shares
|
$884,518
0.74% of portfolio
|
Q2 2025
Added 201.22%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
31,995
shares
|
$812,033
0.41% of portfolio
|
Q1 2025
Reduced 40.89%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
30,909
shares
|
$784,470
0.24% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
30,282
shares
|
$768,557
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
29,521
shares
|
$749,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
28,900
shares
|
$733,482
0.11% of portfolio
|
Q2 2021
Added 604.88%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
28,703
shares
|
$728,482
0.05% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
28,219
shares
|
$716,198
0.66% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
27,796
shares
|
$705,462
0.03% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
27,605
shares
|
$700,614
0.0% of portfolio
|
Q1 2025
Added 2089.14%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
26,818
shares
|
$680,640
0.32% of portfolio
|
Q2 2025
Added 0.12%
|