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 411 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
954,127
shares
|
$24.3 Million
1.12% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
881,415
shares
|
$22.4 Million
0.02% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
861,339
shares
|
$21.9 Million
3.94% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
847,836
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
827,122
shares
|
$21 Million
0.03% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
779,796
shares
|
$19.8 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
740,071
shares
|
$18.8 Million
0.04% of portfolio
|
Q3 2025
Added 46.59%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
651,849
shares
|
$16.6 Million
1.78% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
637,390
shares
|
$16.2 Million
0.19% of portfolio
|
Q3 2025
Added 25.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
591,422
shares
|
$15 Million
0.29% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
576,137
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
571,180
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
560,541
shares
|
$14.2 Million
0.34% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
549,429
shares
|
$14 Million
5.22% of portfolio
|
Q3 2024
Added 45.91%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
544,471
shares
|
$13.8 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
508,868
shares
|
$12.9 Million
0.21% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
503,097
shares
|
$12.8 Million
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
493,538
shares
|
$12.5 Million
0.36% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
483,346
shares
|
$12.3 Million
3.46% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
428,706
shares
|
$10.9 Million
0.61% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
409,717
shares
|
$10.4 Million
5.93% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
403,365
shares
|
$10.3 Million
0.78% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
399,602
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
396,463
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
393,956
shares
|
$10 Million
0.61% of portfolio
|
Q3 2025
Added 133.13%
|
|