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 325 institutions that hold shares in the stock, with a total of 73.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,176
shares
|
$254,094
0.01% of portfolio
|
Q3 2024
Added 322.24%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,162
shares
|
$253,745
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,741
shares
|
$243,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,723
shares
|
$242,783
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
9,600
shares
|
$239,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
9,550
shares
|
$238,463
0.02% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$217,239
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
8,664
shares
|
$216,340
0.07% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
8,561
shares
|
$213,768
0.09% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,515
shares
|
$212,619
0.06% of portfolio
|
Q2 2024
Added 31.75%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
8,485
shares
|
$211,870
0.07% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
8,469
shares
|
$211,470
0.02% of portfolio
|
Q4 2024
Reduced 85.66%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
8,448
shares
|
$210,946
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,448
shares
|
$210,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
8,368
shares
|
$208,948
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,230
shares
|
$205,503
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
8,051
shares
|
$201,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,040
shares
|
$200,758
0.01% of portfolio
|
Q4 2024
Added 178.39%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
8,000
shares
|
$199,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,523
shares
|
$187,849
0.02% of portfolio
|
Q2 2024
Added 36.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,300
shares
|
$157,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,168
shares
|
$154,014
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,437
shares
|
$135,761
0.04% of portfolio
|
Q4 2023
Added 10.13%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
5,130
shares
|
$128,096
0.0% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,998
shares
|
$124,800
0.01% of portfolio
|
Q4 2022
Added 600.0%
|