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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
50,150
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
49,640
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
49,627
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
49,438
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
47,195
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
46,996
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Added 237.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
46,812
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
46,656
shares
|
$1.19 Million
1.07% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
45,828
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
43,798
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
43,725
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
43,586
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
43,498
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
42,909
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
42,173
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
40,865
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2025
Added 71.48%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
40,571
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 212.49%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
40,000
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
39,204
shares
|
$996,565
0.45% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
38,551
shares
|
$979,966
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
37,793
shares
|
$960,698
0.12% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
37,725
shares
|
$958,969
0.34% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
37,650
shares
|
$957,063
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
37,423
shares
|
$951,292
0.23% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
35,947
shares
|
$913,772
0.12% of portfolio
|
Q3 2025
Reduced 9.14%
|
|