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 |
|---|---|---|---|---|---|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
78,859
shares
|
$2 Million
1.58% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78,838
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
74,380
shares
|
$1.89 Million
1.41% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
71,913
shares
|
$1.82 Million
0.23% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
70,177
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
68,830
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2025
Reduced 55.33%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
68,109
shares
|
$1.73 Million
0.26% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
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%
|
|
|
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%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
66,490
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
66,017
shares
|
$1.67 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
65,270
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
64,174
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.35%
|
|
|
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
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
63,495
shares
|
$1.61 Million
0.92% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
62,435
shares
|
$1.58 Million
1.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
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%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
59,455
shares
|
$1.51 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%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
57,750
shares
|
$1.47 Million
0.97% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
55,838
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
55,324
shares
|
$1.4 Million
1.09% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
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%
|