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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
228,331
shares
|
$5.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
222,873
shares
|
$5.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
220,834
shares
|
$5.61 Million
1.24% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
220,589
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.52%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
220,294
shares
|
$5.6 Million
2.34% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
219,609
shares
|
$5.58 Million
0.04% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
217,986
shares
|
$5.54 Million
0.6% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
206,830
shares
|
$5.26 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
204,726
shares
|
$5.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
202,200
shares
|
$5.14 Million
0.68% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
199,475
shares
|
$5.07 Million
0.21% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
198,724
shares
|
$5.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
197,916
shares
|
$5.03 Million
1.27% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
196,379
shares
|
$4.99 Million
1.49% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
196,220
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
195,830
shares
|
$4.98 Million
3.98% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
194,651
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.94 Million
2.96% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
194,235
shares
|
$4.94 Million
0.09% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
192,723
shares
|
$4.9 Million
0.39% of portfolio
|
Q3 2025
Added 41.6%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
192,054
shares
|
$4.88 Million
0.87% of portfolio
|
Q3 2025
Added 80.2%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
186,751
shares
|
$4.75 Million
0.31% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
181,360
shares
|
$4.61 Million
1.37% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
180,456
shares
|
$4.59 Million
1.7% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
179,777
shares
|
$4.57 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.05%
|
|