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 196 institutions that hold shares in the stock, with a total of 37.8 Million shares, which have been reported (via 13F filing form) to have a value of $843 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
198,253
shares
|
$4.42 Million
1.45% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
187,490
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
174,695
shares
|
$3.89 Million
0.55% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
158,370
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
157,473
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
153,113
shares
|
$3.41 Million
0.21% of portfolio
|
Q1 2025
Added 21.5%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
151,843
shares
|
$3.38 Million
0.23% of portfolio
|
Q2 2025
Added 162.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
150,110
shares
|
$3.35 Million
0.06% of portfolio
|
Q2 2025
Added 63.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
142,439
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
138,815
shares
|
$3.09 Million
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
137,232
shares
|
$3.06 Million
1.12% of portfolio
|
Q1 2025
Added 26.86%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
132,495
shares
|
$2.95 Million
0.21% of portfolio
|
Q1 2025
Added 48.55%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
131,807
shares
|
$2.94 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
127,113
shares
|
$2.83 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
125,467
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
122,891
shares
|
$2.74 Million
0.06% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
120,926
shares
|
$2.7 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
117,309
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
114,663
shares
|
$2.56 Million
0.12% of portfolio
|
Q1 2025
Added 202.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
108,360
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
104,929
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
103,883
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
99,653
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.63%
|