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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
194,807
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 119.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
191,693
shares
|
$4.81 Million
0.06% of portfolio
|
Q4 2024
Added 86.17%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
186,617
shares
|
$4.68 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
179,461
shares
|
$4.5 Million
0.49% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
176,533
shares
|
$4.43 Million
1.28% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.33 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
170,430
shares
|
$4.27 Million
0.04% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
160,080
shares
|
$4.01 Million
1.31% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
154,505
shares
|
$3.87 Million
2.46% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
153,459
shares
|
$3.85 Million
0.72% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
153,317
shares
|
$3.85 Million
2.52% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.81 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
150,125
shares
|
$3.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 56.04%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
149,916
shares
|
$3.76 Million
0.22% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
147,084
shares
|
$3.69 Million
0.39% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
145,256
shares
|
$3.64 Million
0.32% of portfolio
|
Q4 2024
Added 142.1%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
144,930
shares
|
$3.63 Million
1.18% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
144,021
shares
|
$3.61 Million
0.26% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
143,675
shares
|
$3.6 Million
1.02% of portfolio
|
Q4 2024
Added 39.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
142,966
shares
|
$3.59 Million
2.47% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
139,288
shares
|
$3.49 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.48 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
137,860
shares
|
$3.46 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
137,676
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|