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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
65,270
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
65,208
shares
|
$1.66 Million
1.06% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
65,140
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
62,286
shares
|
$1.58 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
62,116
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
61,105
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
60,998
shares
|
$1.55 Million
0.52% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
59,455
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,429
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
57,891
shares
|
$1.47 Million
0.87% of portfolio
|
Q3 2025
Reduced 54.92%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
56,559
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2025
Added 1.54%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
56,443
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
56,314
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
56,164
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
55,731
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
55,617
shares
|
$1.41 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,563
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2021
Reduced 99.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,376
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
53,240
shares
|
$1.35 Million
1.05% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
51,682
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
51,229
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,074
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
50,748
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
50,469
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
50,150
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Added 10.94%
|
|