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 339 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,674,497
shares
|
$192 Million
0.02% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,549,977
shares
|
$88.9 Million
0.01% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,784,813
shares
|
$69.8 Million
1.44% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,698,707
shares
|
$67.6 Million
1.38% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,146,776
shares
|
$53.8 Million
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,075,033
shares
|
$52 Million
0.58% of portfolio
|
Q4 2024
Reduced 37.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,984,298
shares
|
$49.7 Million
0.01% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,977,557
shares
|
$49.5 Million
0.12% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,975,839
shares
|
$49.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,699,845
shares
|
$42.6 Million
0.01% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,621,651
shares
|
$40.6 Million
0.02% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
1,539,109
shares
|
$38.6 Million
2.86% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,419,105
shares
|
$35.5 Million
0.01% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,309,592
shares
|
$32.8 Million
0.05% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,208,359
shares
|
$30.3 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,208,287
shares
|
$30.3 Million
0.04% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,171,675
shares
|
$29.4 Million
0.13% of portfolio
|
Q4 2024
Added 53.1%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,158,816
shares
|
$29 Million
4.62% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,110,725
shares
|
$27.8 Million
1.64% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,087,184
shares
|
$27.2 Million
1.67% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,083,928
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
947,947
shares
|
$23.7 Million
2.22% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
928,620
shares
|
$23.3 Million
2.19% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
926,674
shares
|
$23.2 Million
1.03% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
869,496
shares
|
$21.8 Million
2.16% of portfolio
|
Q4 2024
Added 7.78%
|