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 343 institutions that hold shares in the stock, with a total of 77.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
319,174
shares
|
$8.05 Million
3.29% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
306,735
shares
|
$7.73 Million
2.48% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
298,655
shares
|
$7.53 Million
0.47% of portfolio
|
Q4 2024
Added 75.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,889
shares
|
$7.43 Million
0.05% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
294,305
shares
|
$7.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 54.23%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
291,900
shares
|
$7.36 Million
4.17% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
281,362
shares
|
$7.09 Million
1.39% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
272,661
shares
|
$6.87 Million
0.48% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
261,018
shares
|
$6.58 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
253,224
shares
|
$6.38 Million
0.07% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
249,512
shares
|
$6.29 Million
3.39% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
246,072
shares
|
$6.2 Million
2.28% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
237,215
shares
|
$5.98 Million
0.04% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
236,278
shares
|
$5.96 Million
0.14% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
226,686
shares
|
$5.71 Million
0.23% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
225,529
shares
|
$5.69 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
220,248
shares
|
$5.55 Million
1.2% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
219,602
shares
|
$5.54 Million
0.0% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
210,302
shares
|
$5.3 Million
2.21% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
209,977
shares
|
$5.29 Million
1.29% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
207,166
shares
|
$5.22 Million
2.2% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
203,040
shares
|
$5.12 Million
0.19% of portfolio
|
Q4 2024
Added 145.29%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
201,436
shares
|
$5.08 Million
1.24% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
199,298
shares
|
$5.02 Million
0.17% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
196,665
shares
|
$4.96 Million
0.02% of portfolio
|
Q4 2024
Added 10.03%
|