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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,978
shares
|
$49,430
0.0% of portfolio
|
Q3 2024
Added 25.75%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,913
shares
|
$47,805
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,900
shares
|
$47,481
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,638
shares
|
$40,933
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,608
shares
|
$40,183
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$39,984
0.01% of portfolio
|
Q1 2023
Added 3900.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,426
shares
|
$35,635
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$34,986
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,309
shares
|
$32,711
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,284
shares
|
$32,087
0.0% of portfolio
|
Q1 2024
Added 186.61%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,261
shares
|
$31,512
0.0% of portfolio
|
Q4 2024
Added 740.67%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,211
shares
|
$30,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,207
shares
|
$30,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$29,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,199
shares
|
$29,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,184
shares
|
$29,588
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$24,990
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
845
shares
|
$21,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$19,992
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
754
shares
|
$18,842
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
702
shares
|
$17,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$16,243
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
600
shares
|
$14,993
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$14,993
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
500
shares
|
$12,495
0.0% of portfolio
|
Q2 2024
Reduced 60.63%
|