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 |
|---|---|---|---|---|---|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
76,792
shares
|
$1.94 Million
1.76% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
74,380
shares
|
$1.88 Million
1.41% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
73,150
shares
|
$1.85 Million
0.18% of portfolio
|
Q1 2025
Added 77.55%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
71,913
shares
|
$1.82 Million
0.23% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
71,081
shares
|
$1.8 Million
0.64% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
70,177
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
68,729
shares
|
$1.74 Million
1.07% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
67,820
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
67,583
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 54.11%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
67,267
shares
|
$1.7 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
67,052
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
65,270
shares
|
$1.65 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
64,174
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.35%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
64,085
shares
|
$1.62 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
64,012
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
62,416
shares
|
$1.58 Million
1.23% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
60,685
shares
|
$1.54 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
59,925
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
59,698
shares
|
$1.51 Million
0.25% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
59,455
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
57,958
shares
|
$1.47 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
57,775
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
57,750
shares
|
$1.46 Million
0.97% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
55,838
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
55,243
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
Added 3.37%
|