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 325 institutions that hold shares in the stock, with a total of 73.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
21,762
shares
|
$543,397
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
21,609
shares
|
$539,576
0.04% of portfolio
|
Q4 2024
Added 2551.41%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
21,509
shares
|
$537,079
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
21,295
shares
|
$531,736
0.06% of portfolio
|
Q4 2023
Added 97.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
20,752
shares
|
$518,177
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
20,629
shares
|
$515,106
0.49% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
20,578
shares
|
$513,832
0.03% of portfolio
|
Q4 2024
Added 160.18%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
20,485
shares
|
$511,510
0.05% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,876
shares
|
$496,303
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,550
shares
|
$488,163
0.05% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19,112
shares
|
$477,226
0.08% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
19,026
shares
|
$475,079
0.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,770
shares
|
$468,686
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,593
shares
|
$464,267
0.12% of portfolio
|
Q1 2024
Added 116.07%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
18,566
shares
|
$463,593
0.4% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
18,550
shares
|
$463,193
0.01% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
17,937
shares
|
$447,886
0.24% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,786
shares
|
$444,116
0.04% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,370
shares
|
$433,728
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
16,981
shares
|
$424,015
0.03% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
16,906
shares
|
$422,142
0.0% of portfolio
|
Q3 2024
Added 69.55%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
16,705
shares
|
$417,123
0.07% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,286
shares
|
$406,661
0.26% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,861
shares
|
$396,049
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
15,071
shares
|
$376,322
0.16% of portfolio
|
Q4 2024
Added 13.78%
|