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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,426
shares
|
$36,248
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$35,588
0.01% of portfolio
|
Q3 2025
Reduced 41.54%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,335
shares
|
$33,935
0.0% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,309
shares
|
$33,274
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,195
shares
|
$30,376
0.0% of portfolio
|
Q2 2025
Added 41.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,093
shares
|
$27,784
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$25,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
903
shares
|
$22,954
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
800
shares
|
$20,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
778
shares
|
$19,776
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
772
shares
|
$19,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
735
shares
|
$18,683
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
735
shares
|
$18,683
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
720
shares
|
$18,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
688
shares
|
$17,488
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
658
shares
|
$16,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
650
shares
|
$16,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
635
shares
|
$16,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
601
shares
|
$15,277
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$15,252
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
580
shares
|
$14,743
0.0% of portfolio
|
Q3 2025
Reduced 59.13%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
564
shares
|
$14,336
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
536
shares
|
$13,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
500
shares
|
$12,710
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
500
shares
|
$12,710
0.0% of portfolio
|
Q2 2024
Reduced 60.63%
|
|