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 368 institutions that hold shares in the stock, with a total of 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
203,367
shares
|
$5.16 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
203,332
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Added 47.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
202,044
shares
|
$5.13 Million
0.07% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
201,633
shares
|
$5.12 Million
0.73% of portfolio
|
Q2 2025
Added 66.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
195,830
shares
|
$4.97 Million
3.98% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
191,183
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2025
Added 2526.14%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
188,911
shares
|
$4.79 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
188,628
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Added 48.24%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
187,666
shares
|
$4.76 Million
2.51% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
184,933
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
183,543
shares
|
$4.66 Million
0.49% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
180,394
shares
|
$4.58 Million
1.34% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.55 Million
2.86% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
176,718
shares
|
$4.48 Million
0.06% of portfolio
|
Q1 2025
Added 43.78%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
176,402
shares
|
$4.48 Million
0.29% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
174,045
shares
|
$4.42 Million
0.34% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.38 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
169,698
shares
|
$4.31 Million
0.24% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
168,983
shares
|
$4.29 Million
1.35% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
168,982
shares
|
$4.29 Million
0.29% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
165,037
shares
|
$4.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
160,860
shares
|
$4.08 Million
1.37% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
158,729
shares
|
$4.03 Million
2.27% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
157,900
shares
|
$4.01 Million
0.63% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
153,710
shares
|
$3.9 Million
0.28% of portfolio
|
Q2 2025
Added 79.95%
|