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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
55,087
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,563
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2021
Reduced 99.42%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
52,296
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
51,880
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
Added 29.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
51,142
shares
|
$1.29 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
49,785
shares
|
$1.26 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
49,640
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
47,788
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
47,767
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
46,996
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Added 237.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,797
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
46,669
shares
|
$1.18 Million
0.21% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
46,097
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
46,016
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 233.93%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
45,145
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
44,700
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
44,692
shares
|
$1.13 Million
1.12% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
43,291
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
41,921
shares
|
$1.06 Million
1.06% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
40,000
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
39,916
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
39,751
shares
|
$1.01 Million
0.55% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
39,420
shares
|
$997,326
0.03% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
37,725
shares
|
$954,442
0.36% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
37,269
shares
|
$942,905
0.09% of portfolio
|
Q1 2025
Added 3.71%
|