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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
137,476
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
133,908
shares
|
$3.36 Million
0.88% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
130,403
shares
|
$3.27 Million
0.52% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
129,790
shares
|
$3.26 Million
0.84% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
127,245
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Added 50.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
123,906
shares
|
$3.11 Million
0.26% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
122,907
shares
|
$3.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
121,721
shares
|
$3.05 Million
1.42% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
120,208
shares
|
$3.01 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
119,055
shares
|
$2.99 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
115,524
shares
|
$2.9 Million
0.21% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
111,065
shares
|
$2.79 Million
1.99% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
110,918
shares
|
$2.78 Million
0.72% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
109,987
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
108,693
shares
|
$2.73 Million
1.9% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
107,866
shares
|
$2.71 Million
0.21% of portfolio
|
Q4 2024
Added 72.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
104,623
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 27.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
102,143
shares
|
$2.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
100,626
shares
|
$2.52 Million
0.52% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
100,294
shares
|
$2.52 Million
2.21% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100,207
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
96,806
shares
|
$2.43 Million
0.53% of portfolio
|
Q4 2024
Added 40.82%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
95,692
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
94,863
shares
|
$2.38 Million
1.61% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
92,300
shares
|
$2.31 Million
1.61% of portfolio
|
Q4 2024
Added 4.32%
|