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 318 institutions that hold shares in the stock, with a total of 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,066,319
shares
|
$177 Million
0.02% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,330,520
shares
|
$83.5 Million
1.36% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,065,569
shares
|
$76.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,784,813
shares
|
$69.8 Million
1.44% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,698,707
shares
|
$67.6 Million
1.38% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,984,618
shares
|
$49.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,884,502
shares
|
$47.2 Million
0.11% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,800,523
shares
|
$45.1 Million
0.01% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,542,590
shares
|
$38.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,465,502
shares
|
$36.7 Million
2.84% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,444,547
shares
|
$36.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,235,780
shares
|
$31 Million
0.05% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,208,287
shares
|
$30.3 Million
0.04% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,195,535
shares
|
$30 Million
0.01% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,190,386
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,126,325
shares
|
$28.2 Million
4.64% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,087,184
shares
|
$27.2 Million
1.67% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,062,566
shares
|
$26.6 Million
1.33% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
947,947
shares
|
$23.8 Million
2.22% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
928,620
shares
|
$23.3 Million
2.19% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
926,674
shares
|
$23.2 Million
1.03% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
869,496
shares
|
$21.8 Million
2.16% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
861,339
shares
|
$21.6 Million
3.94% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
860,929
shares
|
$21.6 Million
0.03% of portfolio
|
Q4 2024
Added 95.92%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
850,318
shares
|
$21.3 Million
1.15% of portfolio
|
Q4 2024
Added 3.73%
|