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 303 institutions that hold shares in the stock, with a total of 67.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
62,388
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
60,070
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
59,998
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
59,708
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
59,073
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.06%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
57,618
shares
|
$1.43 Million
1.12% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
57,476
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
57,378
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
54,913
shares
|
$1.36 Million
0.88% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
54,664
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,563
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2021
Reduced 99.42%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
53,420
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2024
Added 22.87%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
52,150
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
49,653
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
49,301
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
47,763
shares
|
$1.19 Million
0.53% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
47,728
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 62.62%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
46,439
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
46,098
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
45,843
shares
|
$1.14 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
45,282
shares
|
$1.12 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
43,233
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2020
Reduced 72.43%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
42,636
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
42,469
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
41,501
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Added 51.15%
|