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 310 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
13,246
shares
|
$331,017
0.16% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
13,171
shares
|
$329,143
0.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12,772
shares
|
$319,172
0.01% of portfolio
|
Q3 2024
Added 1023.31%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
12,200
shares
|
$304,878
0.08% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
12,087
shares
|
$302,054
0.01% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,921
shares
|
$297,905
0.04% of portfolio
|
Q2 2024
Reduced 19.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,635
shares
|
$290,758
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,169
shares
|
$279,113
0.0% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,000
shares
|
$274,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,778
shares
|
$269,342
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
10,738
shares
|
$268,342
0.07% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,731
shares
|
$268,167
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
10,525
shares
|
$263,019
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
10,287
shares
|
$257,072
0.27% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,285
shares
|
$257,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,285
shares
|
$257,022
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,176
shares
|
$254,298
0.01% of portfolio
|
Q3 2024
Added 322.24%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,162
shares
|
$253,948
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,883
shares
|
$246,976
0.04% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,723
shares
|
$242,977
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
9,600
shares
|
$239,903
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
9,550
shares
|
$238,654
0.02% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$217,413
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
8,664
shares
|
$216,513
0.07% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
8,561
shares
|
$213,939
0.09% of portfolio
|
Q4 2024
Reduced 13.93%
|