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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,436
shares
|
$468,643
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,370
shares
|
$441,545
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
17,283
shares
|
$439,333
0.25% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
16,838
shares
|
$428,021
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
16,128
shares
|
$409,973
0.16% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,965
shares
|
$405,830
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
15,438
shares
|
$392,433
0.01% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
15,204
shares
|
$386,485
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,885
shares
|
$378,376
0.01% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
14,617
shares
|
$371,564
0.1% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
14,445
shares
|
$367,191
0.25% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
14,299
shares
|
$363,480
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,266
shares
|
$362,641
0.01% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
14,265
shares
|
$362,616
0.14% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
14,133
shares
|
$359,260
0.04% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
14,100
shares
|
$358,422
0.08% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
13,720
shares
|
$348,762
0.01% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
13,688
shares
|
$347,948
0.02% of portfolio
|
Q3 2025
Added 30.02%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
13,679
shares
|
$347,720
0.31% of portfolio
|
Q3 2025
Reduced 33.66%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
13,550
shares
|
$344,441
0.02% of portfolio
|
Q1 2025
Added 41.88%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
13,400
shares
|
$340,628
0.22% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
13,340
shares
|
$339,102
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,300
shares
|
$338,086
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
13,171
shares
|
$334,806
0.06% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
13,097
shares
|
$332,925
0.1% of portfolio
|
Q3 2025
Added 1.14%
|
|