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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
39,420
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
37,725
shares
|
$957,083
0.36% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
37,269
shares
|
$945,514
0.09% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
36,593
shares
|
$928,364
0.24% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
35,546
shares
|
$901,802
0.13% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
35,278
shares
|
$895,002
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
34,854
shares
|
$884,245
0.0% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
32,739
shares
|
$830,588
0.01% of portfolio
|
Q1 2025
Added 180.66%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
31,995
shares
|
$811,713
0.41% of portfolio
|
Q1 2025
Reduced 40.89%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
30,909
shares
|
$784,161
0.24% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
30,823
shares
|
$781,979
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
30,280
shares
|
$768,203
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
29,681
shares
|
$753,006
0.8% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
28,900
shares
|
$733,193
0.11% of portfolio
|
Q2 2021
Added 604.88%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
27,796
shares
|
$705,184
0.03% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
27,788
shares
|
$704,981
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
27,605
shares
|
$700,338
0.0% of portfolio
|
Q1 2025
Added 2089.14%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
27,487
shares
|
$697,345
0.05% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
27,427
shares
|
$695,822
0.04% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
27,331
shares
|
$693,387
0.0% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
26,818
shares
|
$680,372
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
26,568
shares
|
$674,030
0.25% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$662,207
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,000
shares
|
$659,620
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
25,973
shares
|
$658,935
0.13% of portfolio
|
Q1 2025
Added 0.13%
|