IBDT Institutional Ownership
iShares iBonds Dec 2028 Term Corporate ETF
1W: +0.0%
1M: -0.8%
3M: -1.2%
YTD: -1.6%
1Y: -1.1%
3Y: +15.8%
5Y: +2.7%
$24.89
-0.01 (-0.04%)
Weekly Expected Move ±0.3%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDT
458
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
42
New Positions
236
Increased
120
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (482 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,526,329 | $237M | +575,674 | +6.4% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 5,532,094 | $138M | +247,070 | +4.7% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,818,723 | $120M | +167,067 | +3.6% | 30Q | SEC ↗ |
| 4 | Lido Advisors, LLC | 4,224,505 | $105M | -250,942 | -5.6% | 13Q | SEC ↗ |
| 5 | Capital Investment Advisors, LLC | 3,890,204 | $97M | +137,630 | +3.7% | 25Q | SEC ↗ |
| 6 | UBS Group AG | 3,771,658 | $94M | +246,680 | +7.0% | 31Q | SEC ↗ |
| 7 | CAPITAL ADVISORS INC/OK | 3,572,252 | $89M | +39,318 | +1.1% | 17Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 3,315,601 | $83M | +197,303 | +6.3% | 7Q | SEC ↗ |
| 9 | HM PAYSON & CO | 3,174,609 | $79M | +234,281 | +8.0% | 10Q | SEC ↗ |
| 10 | LPL Financial LLC | 2,896,388 | $72M | +382,899 | +15.2% | 25Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 1,821,559 | $45M | +47,001 | +2.6% | 13Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 1,718,025 | $43M | +83,253 | +5.1% | 16Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,675,867 | $42M | +207,781 | +14.2% | 31Q | SEC ↗ |
| 14 | Sound View Wealth Advisors Group, LLC | 1,666,571 | $41M | +103,999 | +6.7% | 15Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,624,267 | $40M | -224,819 | -12.2% | 31Q | SEC ↗ |
| 16 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,520,952 | $38M | +85,396 | +5.9% | 11Q | SEC ↗ |
| 17 | SUMMITRY LLC | 1,507,612 | $38M | +54,250 | +3.7% | 7Q | SEC ↗ |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | 1,453,743 | $36M | -170,411 | -10.5% | 17Q | SEC ↗ |
| 19 | Gratus Wealth Advisors, LLC | 1,410,511 | $35M | +38,343 | +2.8% | 11Q | SEC ↗ |
| 20 | Kathmere Capital Management, LLC | 1,388,753 | $35M | +82,506 | +6.3% | 11Q | SEC ↗ |
| 21 | SIGMA INVESTMENT COUNSELORS INC | 1,336,901 | $33M | +58,562 | +4.6% | 23Q | SEC ↗ |
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | 1,309,506 | $33M | +78,880 | +6.4% | 14Q | SEC ↗ |
| 23 | Klingman & Associates, LLC | 1,294,887 | $32M | -9,498 | -0.7% | 17Q | SEC ↗ |
| 24 | RVW Wealth, LLC | 1,206,680 | $30M | +47,454 | +4.1% | 19Q | SEC ↗ |
| 25 | Baltimore-Washington Financial Advisor | 1,090,554 | $27M | +36,172 | +3.4% | 8Q | SEC ↗ |
| 26 | Summit Financial, LLC | 1,089,727 | $27M | +540,858 | +98.5% | 4Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 1,073,212 | $27M | +47,860 | +4.7% | 26Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 1,070,569 | $27M | +81,211 | +8.2% | 27Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 1,067,372 | $27M | +30,554 | +2.9% | 31Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 1,000,332 | $25M | +144,575 | +16.9% | 18Q | SEC ↗ |
| 31 | TABR Capital Management, LLC | 946,636 | $24M | +903,241 | +2081.4% | 6Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 939,140 | $23M | +69,922 | +8.0% | 25Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 850,687 | $21M | +65,623 | +8.4% | 15Q | SEC ↗ |
| 34 | MV CAPITAL MANAGEMENT, INC. | 803,638 | $20M | +9,167 | +1.2% | 14Q | SEC ↗ |
| 35 | BENJAMIN EDWARDS INC | 778,356 | $19M | +37,703 | +5.1% | 30Q | SEC ↗ |
| 36 | US BANCORP \DE | 771,072 | $19M | +100,099 | +14.9% | 25Q | SEC ↗ |
| 37 | Summit Asset Management, LLC | 753,549 | $19M | +13,887 | +1.9% | 4Q | SEC ↗ |
| 38 | REBALANCE, LLC | 682,885 | $17M | -40,396 | -5.6% | 7Q | SEC ↗ |
| 39 | BlackRock, Inc. | 673,567 | $17M | +109,112 | +19.3% | 8Q | SEC ↗ |
| 40 | Mesirow Financial Investment Managemen | 653,571 | $16M | +15,773 | +2.5% | 7Q | SEC ↗ |
| 41 | SPINNAKER TRUST | 639,228 | $16M | +91,419 | +16.7% | 12Q | SEC ↗ |
| 42 | Sanctuary Advisors, LLC | 612,638 | $15M | +38,324 | +6.7% | 9Q | SEC ↗ |
| 43 | Arrow Financial Corp | 591,506 | $15M | +13,907 | +2.4% | 27Q | SEC ↗ |
| 44 | CENTRAL TRUST Co | 583,112 | $15M | +43,444 | +8.1% | 28Q | SEC ↗ |
| 45 | Glenview Trust Co | 576,746 | $14M | +15,279 | +2.7% | 13Q | SEC ↗ |
| 46 | NOVEM GROUP | 563,458 | $14M | +64,498 | +12.9% | 4Q | SEC ↗ |
| 47 | Strid Group, LLC | 533,967 | $13M | +148,904 | +38.7% | 10Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 533,006 | $13M | +30,760 | +6.1% | 26Q | SEC ↗ |
| 49 | LYELL WEALTH MANAGEMENT, LP | 529,578 | $13M | +39,400 | +8.0% | 15Q | SEC ↗ |
| 50 | Stratos Wealth Partners, LTD. | 527,531 | $13M | +38,689 | +7.9% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 364,874 | $9M |
| Matthew Goff Investment Advisor, LL | 133,514 | $3M |
| IFG Advisory, LLC | 80,005 | $2M |
| Meiji Yasuda Life Insurance Co | 70,000 | $2M |
| Weaver Consulting Group | 68,125 | $2M |
| JANE STREET GROUP, LLC | 53,843 | $1M |
| One Day In July LLC | 51,786 | $1M |
| OLD MISSION CAPITAL LLC | 50,118 | $1M |
| FLAGSHIP HARBOR ADVISORS, LLC | 39,943 | $994K |
| AQR CAPITAL MANAGEMENT LLC | 39,500 | $983K |
| XY Planning Network, Inc. | 38,881 | $968K |
| Concurrent Investment Advisors, LLC | 37,112 | $924K |
| Schuylkill Financial LLC | 31,069 | $773K |
| FIDUCIARY FINANCIAL ADVISORS | 25,775 | $642K |
| Cornerstone Wealth Advisors, Inc. | 22,250 | $554K |
| S.E.E.D. Planning Group LLC | 17,964 | $447K |
| Indivisible Partners | 17,705 | $441K |
| CIBC Bancorp USA Inc. | 13,360 | $333K |
| Koesten, Hirschmann & Crabtree, INC | 13,139 | $327K |
| Kingsview Wealth Management, LLC | 12,266 | $305K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 867,919 | $22M |
| Apollon Wealth Management, LLC | 630,820 | $16M |
| CITADEL ADVISORS LLC | 274,028 | $7M |
| GOLDMAN SACHS GROUP INC | 192,147 | $5M |
| Independent Advisor Alliance | 64,012 | $2M |
| Cypress Point Wealth Management, LL | 40,000 | $996K |
| DARA CAPITAL US, INC. | 35,485 | $883K |
| FLOW TRADERS U.S. LLC | 29,595 | $737K |
| Adalta Capital Management LLC | 17,180 | $428K |
| Prime Capital Investment Advisors, | 17,008 | $423K |
| True Link Financial Advisors, LLC | 15,578 | $388K |
| STAR Financial Bank | 15,329 | $382K |
| Willis Johnson & Associates, Inc. | 13,550 | $337K |
| Banque Cantonale Vaudoise | 12,941 | $322K |
| Evanson Asset Management, LLC | 10,729 | $267K |
| J.E. Simmons & Co., P.C. | 10,262 | $255K |
| Arkadios Wealth Advisors | 10,151 | $253K |
| Evergreen Wealth Partners LLC | 9,989 | $249K |
| NESTEGG ADVISORS, INC. | 9,908 | $247K |
| Maia Wealth LLC | 9,797 | $244K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TABR Capital Management, LLC | +903,241 | +2081.4% | 946,636 |
| BANK OF AMERICA CORP /DE | +575,674 | +6.4% | 9,526,329 |
| Summit Financial, LLC | +540,858 | +98.5% | 1,089,727 |
| LPL Financial LLC | +382,899 | +15.2% | 2,896,388 |
| MERCER GLOBAL ADVISORS INC /ADV | +247,070 | +4.7% | 5,532,094 |
| UBS Group AG | +246,680 | +7.0% | 3,771,658 |
| HM PAYSON & CO | +234,281 | +8.0% | 3,174,609 |
| ROYAL BANK OF CANADA | +207,781 | +14.2% | 1,675,867 |
| RAYMOND JAMES FINANCIAL INC | +197,303 | +6.3% | 3,315,601 |
| Focus Partners Wealth | +172,278 | +50.8% | 511,450 |
| MORGAN STANLEY | +167,067 | +3.6% | 4,818,723 |
| Ironwood Financial, llc | +156,518 | +64.2% | 400,157 |
| Janney Montgomery Scott LLC | +154,454 | +108.8% | 296,407 |
| Strid Group, LLC | +148,904 | +38.7% | 533,967 |
| Kestra Advisory Services, LLC | +144,575 | +16.9% | 1,000,332 |
| Capital Investment Advisors, LLC | +137,630 | +3.7% | 3,890,204 |
| EP Wealth Advisors, LLC | +123,797 | +56.2% | 344,113 |
| BlackRock, Inc. | +109,112 | +19.3% | 673,567 |
| Sound View Wealth Advisors Group, L | +103,999 | +6.7% | 1,666,571 |
| US BANCORP \DE | +100,099 | +14.9% | 771,072 |