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 310 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
108,381
shares
|
$2.71 Million
1.86% of portfolio
|
Q3 2024
Added 118.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
107,866
shares
|
$2.7 Million
0.21% of portfolio
|
Q4 2024
Added 72.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
102,969
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
102,848
shares
|
$2.57 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
100,786
shares
|
$2.52 Million
0.68% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
100,626
shares
|
$2.51 Million
0.52% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
100,294
shares
|
$2.51 Million
2.21% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
99,583
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
97,495
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
96,806
shares
|
$2.42 Million
0.53% of portfolio
|
Q4 2024
Added 40.82%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
94,863
shares
|
$2.37 Million
1.61% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
88,845
shares
|
$2.22 Million
0.47% of portfolio
|
Q4 2024
Added 20.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
88,793
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
88,478
shares
|
$2.21 Million
1.54% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
85,703
shares
|
$2.14 Million
0.44% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
84,771
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
82,774
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2024
Added 92.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
82,298
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
78,113
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2024
Added 7.75%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
77,623
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
77,027
shares
|
$1.92 Million
0.4% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
76,210
shares
|
$1.9 Million
0.1% of portfolio
|
Q3 2024
Added 36.65%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
76,136
shares
|
$1.9 Million
0.73% of portfolio
|
Q4 2024
Added 121.92%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
71,736
shares
|
$1.79 Million
1.77% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
71,510
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 19.77%
|