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 411 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
35,550
shares
|
$903,681
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
34,978
shares
|
$889,140
0.77% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
33,226
shares
|
$844,604
0.05% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
32,880
shares
|
$835,809
0.04% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
32,571
shares
|
$827,954
0.0% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
31,995
shares
|
$813,312
0.37% of portfolio
|
Q1 2025
Reduced 40.89%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
31,970
shares
|
$812,677
0.28% of portfolio
|
Q3 2025
Added 50.14%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
31,769
shares
|
$807,567
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
30,909
shares
|
$785,706
0.22% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
29,568
shares
|
$751,618
0.26% of portfolio
|
Q3 2025
Added 495.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,384
shares
|
$746,941
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
29,000
shares
|
$737,180
0.0% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
28,900
shares
|
$734,638
0.09% of portfolio
|
Q2 2021
Added 604.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
28,527
shares
|
$725,156
0.0% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
28,355
shares
|
$720,784
0.0% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
27,623
shares
|
$702,176
0.0% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
27,452
shares
|
$697,829
0.28% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
26,602
shares
|
$676,222
0.04% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
26,511
shares
|
$673,909
0.01% of portfolio
|
Q3 2025
Added 44.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$663,512
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
26,080
shares
|
$662,953
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$660,920
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,050
shares
|
$636,771
0.1% of portfolio
|
Q2 2023
Reduced 13.77%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
24,319
shares
|
$618,188
0.4% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
24,132
shares
|
$613,435
0.03% of portfolio
|
Q3 2025
Added 7.49%
|
|