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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
281,362
shares
|
$7.05 Million
1.39% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
280,520
shares
|
$7.03 Million
4.16% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
280,135
shares
|
$7.02 Million
2.21% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
272,661
shares
|
$6.83 Million
0.48% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
263,128
shares
|
$6.59 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
249,512
shares
|
$6.25 Million
3.39% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
225,529
shares
|
$5.65 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
223,038
shares
|
$5.59 Million
0.24% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
220,248
shares
|
$5.52 Million
1.2% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
219,023
shares
|
$5.49 Million
0.07% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
208,767
shares
|
$5.23 Million
2.19% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
205,280
shares
|
$5.14 Million
0.1% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
201,436
shares
|
$5.05 Million
1.24% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
200,152
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Added 105.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
195,661
shares
|
$4.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
192,614
shares
|
$4.83 Million
2.03% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
191,771
shares
|
$4.81 Million
0.2% of portfolio
|
Q2 2024
Added 9.82%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
190,483
shares
|
$4.77 Million
0.12% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
181,582
shares
|
$4.55 Million
4.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
178,738
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
177,862
shares
|
$4.46 Million
1.08% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
174,580
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2024
Added 64.13%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
173,248
shares
|
$4.34 Million
1.34% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.32 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
169,630
shares
|
$4.25 Million
0.56% of portfolio
|
Q3 2024
Added 13.01%
|