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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
99,009
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
94,995
shares
|
$2.13 Million
0.36% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
94,839
shares
|
$2.12 Million
1.34% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
90,992
shares
|
$2.04 Million
0.93% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
90,433
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
88,970
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
87,123
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
83,044
shares
|
$1.86 Million
1.27% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
74,568
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
69,763
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
62,039
shares
|
$1.39 Million
0.79% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
61,953
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
58,987
shares
|
$1.32 Million
0.6% of portfolio
|
Q2 2025
Added 43.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
55,618
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
54,525
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 290.83%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
51,720
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
50,617
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
43,588
shares
|
$976,371
0.0% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,875
shares
|
$960,399
0.13% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
41,917
shares
|
$938,940
0.03% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,558
shares
|
$930,899
0.0% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
40,866
shares
|
$915,398
0.0% of portfolio
|
Q2 2025
Reduced 67.43%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
40,506
shares
|
$907,334
0.08% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,461
shares
|
$906,326
0.0% of portfolio
|
Q2 2025
Reduced 62.66%
|