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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
122,946
shares
|
$3.12 Million
2.27% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
121,742
shares
|
$3.09 Million
2.39% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
120,733
shares
|
$3.06 Million
0.75% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
120,622
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 81.25%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
115,650
shares
|
$2.93 Million
0.76% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
112,534
shares
|
$2.85 Million
0.04% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
106,579
shares
|
$2.7 Million
0.55% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,120
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 105.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
103,539
shares
|
$2.63 Million
1.37% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
102,340
shares
|
$2.6 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
102,087
shares
|
$2.59 Million
0.13% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100,207
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
99,008
shares
|
$2.51 Million
1.69% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
97,990
shares
|
$2.49 Million
0.04% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
97,869
shares
|
$2.48 Million
0.83% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
91,704
shares
|
$2.33 Million
0.86% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
90,863
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
89,345
shares
|
$2.27 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
88,071
shares
|
$2.23 Million
1.52% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,735
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
82,331
shares
|
$2.09 Million
1.08% of portfolio
|
Q1 2025
Added 108.89%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
82,102
shares
|
$2.08 Million
1.42% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
80,595
shares
|
$2.04 Million
0.64% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
79,165
shares
|
$2.01 Million
0.15% of portfolio
|
Q2 2025
Added 89.3%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
79,150
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Added 7.91%
|