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 410 institutions that hold shares in the stock, with a total of 95.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
387,225
shares
|
$9.84 Million
0.01% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
386,632
shares
|
$9.83 Million
1.69% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
386,126
shares
|
$9.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
368,969
shares
|
$9.38 Million
0.2% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
367,764
shares
|
$9.35 Million
0.33% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
364,960
shares
|
$9.28 Million
3.8% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
360,820
shares
|
$9.17 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
341,254
shares
|
$8.67 Million
0.17% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
326,949
shares
|
$8.31 Million
0.14% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
306,705
shares
|
$7.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
302,507
shares
|
$7.69 Million
2.83% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
299,222
shares
|
$7.61 Million
4.3% of portfolio
|
Q3 2025
Added 22.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
289,108
shares
|
$7.35 Million
0.07% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
278,932
shares
|
$7.09 Million
0.46% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
259,183
shares
|
$6.59 Million
0.13% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
258,904
shares
|
$6.58 Million
3.21% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
237,998
shares
|
$6.05 Million
0.02% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
237,771
shares
|
$6.04 Million
0.26% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
235,334
shares
|
$5.98 Million
0.06% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
234,775
shares
|
$5.97 Million
1.84% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
233,228
shares
|
$5.93 Million
1.25% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
231,929
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
230,959
shares
|
$5.87 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
228,331
shares
|
$5.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
222,873
shares
|
$5.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.84%
|
|