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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
94,040
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2025
Added 79.87%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
93,268
shares
|
$2.37 Million
1.27% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
91,126
shares
|
$2.32 Million
0.72% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
90,543
shares
|
$2.3 Million
0.17% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
90,535
shares
|
$2.3 Million
0.25% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
88,896
shares
|
$2.26 Million
0.3% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
87,619
shares
|
$2.23 Million
0.58% of portfolio
|
Q3 2025
Added 1419.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
83,126
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
81,300
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
80,595
shares
|
$2.05 Million
0.6% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
79,707
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
78,116
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.1%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
77,998
shares
|
$1.98 Million
0.77% of portfolio
|
Q3 2025
Added 56.24%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
77,097
shares
|
$1.96 Million
1.16% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
76,484
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
75,889
shares
|
$1.93 Million
1.02% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
74,052
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
73,409
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
72,228
shares
|
$1.84 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
70,444
shares
|
$1.79 Million
0.25% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
69,600
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
68,738
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
67,614
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
67,567
shares
|
$1.72 Million
0.65% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
67,064
shares
|
$1.7 Million
0.32% of portfolio
|
Q3 2025
Reduced 46.08%
|
|