Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $876 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
465,046
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
436,479
shares
|
$9.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
435,921
shares
|
$9.76 Million
0.08% of portfolio
|
Q2 2025
Added 44.39%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
422,078
shares
|
$9.45 Million
2.34% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
384,268
shares
|
$8.61 Million
1.57% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
362,669
shares
|
$8.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
353,920
shares
|
$7.93 Million
5.42% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
346,647
shares
|
$7.76 Million
5.12% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
340,157
shares
|
$7.62 Million
0.08% of portfolio
|
Q2 2025
Added 50.73%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
339,810
shares
|
$7.61 Million
3.79% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
292,634
shares
|
$6.56 Million
0.15% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
292,439
shares
|
$6.55 Million
0.65% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
274,200
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
Added 150.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
268,521
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Added 69.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
264,183
shares
|
$5.92 Million
2.14% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
260,580
shares
|
$5.84 Million
0.04% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
251,720
shares
|
$5.64 Million
0.6% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
250,233
shares
|
$5.61 Million
2.11% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
244,218
shares
|
$5.47 Million
0.85% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
230,265
shares
|
$5.16 Million
0.05% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
227,324
shares
|
$5.09 Million
0.15% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
217,421
shares
|
$4.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
205,773
shares
|
$4.61 Million
0.08% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|