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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
178,749
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
175,785
shares
|
$4.47 Million
0.58% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
175,088
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
173,008
shares
|
$4.4 Million
0.84% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
172,724
shares
|
$4.39 Million
0.02% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
172,580
shares
|
$4.39 Million
1.16% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
169,698
shares
|
$4.31 Million
0.24% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
169,585
shares
|
$4.31 Million
0.63% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
168,892
shares
|
$4.29 Million
1.81% of portfolio
|
Q3 2025
Added 23.62%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
167,731
shares
|
$4.26 Million
1.83% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
166,716
shares
|
$4.24 Million
2.28% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
166,671
shares
|
$4.24 Million
1.03% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
165,721
shares
|
$4.21 Million
0.62% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
163,696
shares
|
$4.16 Million
2.64% of portfolio
|
Q3 2025
Added 32.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
161,855
shares
|
$4.11 Million
0.17% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
152,327
shares
|
$3.87 Million
0.56% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.86 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
147,783
shares
|
$3.76 Million
1.71% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
145,363
shares
|
$3.7 Million
0.2% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
144,428
shares
|
$3.67 Million
0.24% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
142,349
shares
|
$3.62 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
141,858
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Added 89.67%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.53 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
138,525
shares
|
$3.52 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
135,162
shares
|
$3.44 Million
0.25% of portfolio
|
Q3 2025
Added 5.35%
|
|