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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
98,793
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
97,875
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
91,410
shares
|
$2.04 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
90,433
shares
|
$2.02 Million
0.06% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
88,970
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
88,083
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
85,623
shares
|
$1.91 Million
1.39% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
80,238
shares
|
$1.79 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
72,651
shares
|
$1.62 Million
1.26% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
69,172
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
66,390
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
63,374
shares
|
$1.41 Million
0.07% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
62,039
shares
|
$1.38 Million
0.79% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
59,290
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
56,306
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
53,436
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
52,356
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
51,380
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,442
shares
|
$990,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,875
shares
|
$955,683
0.13% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
42,665
shares
|
$951,002
0.3% of portfolio
|
Q1 2025
Added 129.6%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
41,160
shares
|
$917,456
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
40,656
shares
|
$906,222
0.03% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
38,866
shares
|
$866,323
0.0% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
38,664
shares
|
$861,820
0.15% of portfolio
|
Q1 2025
Added 180.3%
|