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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,066,319
shares
|
$177 Million
0.02% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,330,520
shares
|
$83.3 Million
1.36% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,065,569
shares
|
$76.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,568,875
shares
|
$64.2 Million
1.37% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
2,534,638
shares
|
$63.4 Million
1.33% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,984,618
shares
|
$49.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,884,502
shares
|
$47.1 Million
0.11% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,800,523
shares
|
$45 Million
0.01% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,542,590
shares
|
$38.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,465,502
shares
|
$36.7 Million
2.84% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,444,547
shares
|
$36.1 Million
0.02% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,235,780
shares
|
$30.9 Million
0.05% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,208,287
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,195,535
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,190,386
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,126,325
shares
|
$28.2 Million
4.64% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,062,566
shares
|
$26.6 Million
1.33% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,059,782
shares
|
$26.5 Million
1.68% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
921,911
shares
|
$23.1 Million
2.31% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
904,494
shares
|
$22.6 Million
2.19% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
861,339
shares
|
$21.5 Million
3.94% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
819,769
shares
|
$20.5 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
806,748
shares
|
$20.2 Million
1.7% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
806,740
shares
|
$20.2 Million
2.02% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
765,310
shares
|
$19.1 Million
0.1% of portfolio
|
Q3 2024
Added 52.5%
|