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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
204,350
shares
|
$4.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
198,253
shares
|
$4.44 Million
1.45% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
187,490
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
184,355
shares
|
$4.13 Million
0.0% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
180,163
shares
|
$4.04 Million
0.27% of portfolio
|
Q2 2025
Added 35.98%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
174,695
shares
|
$3.91 Million
0.55% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
153,765
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
151,843
shares
|
$3.4 Million
0.23% of portfolio
|
Q2 2025
Added 162.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
150,110
shares
|
$3.36 Million
0.06% of portfolio
|
Q2 2025
Added 63.69%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
146,699
shares
|
$3.29 Million
1.12% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
145,592
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2025
Added 48.75%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
132,000
shares
|
$2.96 Million
0.21% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
131,807
shares
|
$2.95 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
127,113
shares
|
$2.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
124,988
shares
|
$2.8 Million
0.12% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
124,018
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Added 86.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
123,858
shares
|
$2.77 Million
0.15% of portfolio
|
Q2 2025
Added 119.97%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
123,550
shares
|
$2.77 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
122,891
shares
|
$2.75 Million
0.06% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
120,926
shares
|
$2.71 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
116,601
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
104,929
shares
|
$2.35 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
104,079
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
99,653
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|