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 318 institutions that hold shares in the stock, with a total of 70.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
26,416
shares
|
$661,984
0.43% of portfolio
|
Q4 2024
Reduced 37.8%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
26,317
shares
|
$659,504
0.22% of portfolio
|
Q2 2024
Added 40.57%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$654,116
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
26,048
shares
|
$652,762
0.22% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$651,560
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
25,938
shares
|
$650,006
0.13% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$636,524
0.0% of portfolio
|
Q3 2024
Added 111.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,050
shares
|
$627,753
0.1% of portfolio
|
Q2 2023
Reduced 13.77%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
24,787
shares
|
$621,162
0.31% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,951
shares
|
$600,212
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,583
shares
|
$590,989
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
22,685
shares
|
$568,486
0.07% of portfolio
|
Q2 2024
Added 13.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,011
shares
|
$551,595
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
21,931
shares
|
$549,590
0.02% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
21,914
shares
|
$549,164
0.09% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,832
shares
|
$547,109
0.02% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
21,762
shares
|
$545,355
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
21,609
shares
|
$541,521
0.04% of portfolio
|
Q4 2024
Added 2551.41%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
21,498
shares
|
$538,739
0.02% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
21,295
shares
|
$533,652
0.06% of portfolio
|
Q4 2023
Added 97.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,752
shares
|
$520,045
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
20,629
shares
|
$516,962
0.49% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
20,485
shares
|
$513,354
0.05% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,876
shares
|
$498,092
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,550
shares
|
$489,923
0.05% of portfolio
|
Q3 2024
Added 21.43%
|