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 |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,559
shares
|
$3.37 Million
0.74% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
130,064
shares
|
$3.31 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
129,442
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
129,296
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2025
Added 57.58%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
127,052
shares
|
$3.23 Million
0.05% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
125,863
shares
|
$3.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
125,708
shares
|
$3.2 Million
0.71% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
122,065
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
122,050
shares
|
$3.1 Million
2.12% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
121,461
shares
|
$3.09 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
120,370
shares
|
$3.06 Million
0.66% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
119,670
shares
|
$3.04 Million
0.93% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
114,200
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.45%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
112,309
shares
|
$2.85 Million
1.37% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
110,214
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
106,507
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
106,436
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
105,495
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
104,964
shares
|
$2.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
104,345
shares
|
$2.65 Million
2.11% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
101,756
shares
|
$2.59 Million
0.07% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
101,600
shares
|
$2.58 Million
1.53% of portfolio
|
Q3 2025
Added 37.76%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
100,042
shares
|
$2.54 Million
1.63% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
97,060
shares
|
$2.47 Million
2.18% of portfolio
|
Q3 2025
Reduced 52.59%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
96,191
shares
|
$2.45 Million
0.84% of portfolio
|
Q3 2025
Added 4.89%
|
|