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 363 institutions that hold shares in the stock, with a total of 89.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
119,746
shares
|
$3.03 Million
0.49% of portfolio
|
Q1 2025
Added 125.02%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
118,703
shares
|
$3 Million
2.37% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
108,460
shares
|
$2.74 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
106,579
shares
|
$2.7 Million
0.58% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,120
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 105.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
103,539
shares
|
$2.62 Million
1.37% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
102,340
shares
|
$2.59 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
102,087
shares
|
$2.58 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
|
$2.5 Million
1.69% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
94,232
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
91,704
shares
|
$2.32 Million
0.86% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
90,863
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
89,701
shares
|
$2.27 Million
1.2% of portfolio
|
Q1 2025
Added 163.62%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
89,345
shares
|
$2.26 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%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
87,731
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,735
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
82,331
shares
|
$2.08 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%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
79,165
shares
|
$2 Million
0.15% of portfolio
|
Q2 2025
Added 89.3%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
79,150
shares
|
$2 Million
0.09% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78,838
shares
|
$1.99 Million
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
78,000
shares
|
$1.97 Million
0.67% of portfolio
|
Q1 2025
Added 21.79%
|