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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,532
shares
|
$242,303
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,400
shares
|
$238,948
0.0% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
9,244
shares
|
$234,982
0.01% of portfolio
|
Q3 2025
Added 14.08%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,062
shares
|
$230,356
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
8,956
shares
|
$227,661
0.15% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8,835
shares
|
$224,585
0.0% of portfolio
|
Q3 2025
Added 455.31%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
8,709
shares
|
$221,382
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,639
shares
|
$219,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
8,630
shares
|
$219,374
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
8,626
shares
|
$219,272
0.17% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,334
shares
|
$211,850
0.01% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,267
shares
|
$210,147
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,230
shares
|
$209,206
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
8,174
shares
|
$207,783
0.09% of portfolio
|
Q3 2025
Added 76.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,151
shares
|
$207,198
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,147
shares
|
$207,096
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$205,902
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
8,057
shares
|
$204,808
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,055
shares
|
$204,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,040
shares
|
$204,376
0.01% of portfolio
|
Q4 2024
Added 178.39%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,010
shares
|
$203,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
8,000
shares
|
$203,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
7,964
shares
|
$202,444
0.03% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
7,891
shares
|
$200,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,523
shares
|
$191,234
0.01% of portfolio
|
Q2 2024
Added 36.56%
|
|