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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
39,885
shares
|
$989,945
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
39,773
shares
|
$987,165
0.55% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
38,438
shares
|
$954,031
0.02% of portfolio
|
Q3 2024
Added 192.08%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
37,935
shares
|
$941,546
0.19% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
37,725
shares
|
$936,334
0.33% of portfolio
|
Q3 2024
Added 54.39%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
36,722
shares
|
$911,440
0.76% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
36,648
shares
|
$909,603
0.14% of portfolio
|
Q3 2024
Added 86.19%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
35,006
shares
|
$868,848
0.09% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
35,000
shares
|
$868,700
0.0% of portfolio
|
Q3 2024
Added 54.19%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
34,308
shares
|
$851,524
0.34% of portfolio
|
Q3 2024
Added 94.67%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
32,227
shares
|
$799,874
0.14% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
31,206
shares
|
$774,532
0.17% of portfolio
|
Q3 2024
Added 27.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
30,977
shares
|
$768,849
0.46% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,734
shares
|
$762,817
0.06% of portfolio
|
Q3 2024
Added 25.5%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
30,508
shares
|
$757,208
0.09% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,487
shares
|
$756,687
0.03% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
28,900
shares
|
$717,298
0.11% of portfolio
|
Q2 2021
Added 604.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,331
shares
|
$678,355
0.0% of portfolio
|
Q2 2024
Added 4.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
27,091
shares
|
$672,398
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,075
shares
|
$672,001
0.0% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
26,317
shares
|
$653,187
0.22% of portfolio
|
Q2 2024
Added 40.57%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$647,851
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$645,320
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$630,428
0.0% of portfolio
|
Q3 2024
Added 111.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,050
shares
|
$621,741
0.1% of portfolio
|
Q2 2023
Reduced 13.77%
|