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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
28,900
shares
|
$730,014
0.1% of portfolio
|
Q2 2021
Added 604.88%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
28,609
shares
|
$722,663
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
27,605
shares
|
$697,302
0.0% of portfolio
|
Q1 2025
Added 2089.14%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
27,331
shares
|
$690,381
0.0% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
26,416
shares
|
$667,268
0.43% of portfolio
|
Q4 2024
Reduced 37.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$659,336
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
26,048
shares
|
$657,972
0.22% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
26,000
shares
|
$656,760
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
25,938
shares
|
$655,193
0.13% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,050
shares
|
$632,763
0.1% of portfolio
|
Q2 2023
Reduced 13.77%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
24,787
shares
|
$626,119
0.31% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
24,191
shares
|
$611,064
0.0% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,041
shares
|
$607,275
0.05% of portfolio
|
Q4 2024
Added 43.28%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
23,854
shares
|
$602,552
0.11% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
22,802
shares
|
$575,978
0.07% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
21,931
shares
|
$553,977
0.02% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
21,914
shares
|
$553,547
0.09% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,832
shares
|
$551,476
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
21,762
shares
|
$549,708
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
21,630
shares
|
$546,373
0.03% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
21,509
shares
|
$543,317
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
21,295
shares
|
$537,911
0.06% of portfolio
|
Q4 2023
Added 97.27%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
20,629
shares
|
$521,088
0.49% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
20,578
shares
|
$519,800
0.03% of portfolio
|
Q4 2024
Added 160.18%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
20,485
shares
|
$517,451
0.05% of portfolio
|
Q4 2024
Added 1.56%
|