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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
15,983
shares
|
$400,054
0.08% of portfolio
|
Q2 2024
Added 9.37%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
15,841
shares
|
$396,500
0.22% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
15,750
shares
|
$394,222
0.01% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
15,735
shares
|
$393,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
15,523
shares
|
$388,540
0.06% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,259
shares
|
$381,932
0.12% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
14,682
shares
|
$367,490
0.13% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
14,617
shares
|
$365,863
0.12% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
14,520
shares
|
$363,435
0.06% of portfolio
|
Q3 2024
Added 215.31%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
14,495
shares
|
$362,809
0.06% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
14,427
shares
|
$361,107
0.08% of portfolio
|
Q4 2023
Added 30.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,041
shares
|
$351,446
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
13,861
shares
|
$346,940
0.28% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
13,635
shares
|
$341,284
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,341
shares
|
$333,925
0.0% of portfolio
|
Q3 2024
Added 325.69%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
13,309
shares
|
$333,124
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,300
shares
|
$332,899
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
13,246
shares
|
$331,547
0.16% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,011
shares
|
$325,665
0.02% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12,772
shares
|
$319,683
0.01% of portfolio
|
Q3 2024
Added 1023.31%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,087
shares
|
$302,537
0.01% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,921
shares
|
$298,382
0.04% of portfolio
|
Q2 2024
Reduced 19.99%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
11,705
shares
|
$292,976
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,635
shares
|
$291,224
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
11,415
shares
|
$285,717
0.07% of portfolio
|
Q3 2024
Reduced 13.62%
|