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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
12,796
shares
|
$325,274
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
12,449
shares
|
$316,453
0.05% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
12,222
shares
|
$310,683
0.07% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
12,030
shares
|
$305,802
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
11,776
shares
|
$299,345
0.04% of portfolio
|
Q3 2025
Added 46.09%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
11,500
shares
|
$292,330
0.02% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,412
shares
|
$290,093
0.0% of portfolio
|
Q3 2025
Added 410.15%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,320
shares
|
$287,754
0.07% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
11,225
shares
|
$285,339
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$284,704
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
11,148
shares
|
$283,382
0.08% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,997
shares
|
$279,543
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,541
shares
|
$267,952
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,285
shares
|
$261,444
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,190
shares
|
$259,029
0.01% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
10,181
shares
|
$258,801
0.04% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,162
shares
|
$258,318
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
10,081
shares
|
$256,259
0.06% of portfolio
|
Q3 2025
Added 24.47%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,025
shares
|
$254,835
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
9,805
shares
|
$249,243
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
9,778
shares
|
$248,556
0.01% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,764
shares
|
$248,200
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
9,690
shares
|
$246,319
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
9,656
shares
|
$245,455
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
9,629
shares
|
$244,769
0.04% of portfolio
|
Q3 2025
New holding
|
|