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 341 institutions that hold shares in the stock, with a total of 77.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
863,127
shares
|
$21.6 Million
1.75% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
709,674
shares
|
$17.8 Million
0.02% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
673,653
shares
|
$16.9 Million
0.02% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
643,289
shares
|
$16.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
592,380
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
582,958
shares
|
$14.6 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
572,370
shares
|
$14.4 Million
1.6% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
563,736
shares
|
$14.1 Million
1.36% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
549,429
shares
|
$13.8 Million
5.22% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
503,097
shares
|
$12.6 Million
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
466,649
shares
|
$11.7 Million
0.37% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
458,278
shares
|
$11.5 Million
3.49% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
446,822
shares
|
$11.2 Million
0.06% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,463
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
396,325
shares
|
$9.94 Million
0.03% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
389,421
shares
|
$9.77 Million
0.14% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
375,097
shares
|
$9.41 Million
0.18% of portfolio
|
Q4 2024
Added 82.72%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
369,889
shares
|
$9.28 Million
1.81% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
331,018
shares
|
$8.3 Million
0.75% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
326,949
shares
|
$8.2 Million
0.14% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
324,256
shares
|
$8.13 Million
0.25% of portfolio
|
Q4 2024
Added 118.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
322,414
shares
|
$8.09 Million
0.2% of portfolio
|
Q4 2024
Added 13.42%
|