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 213 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $920 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
106,774
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
104,274
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
102,584
shares
|
$2.29 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
102,097
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
99,147
shares
|
$2.22 Million
0.35% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
97,095
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
90,992
shares
|
$2.03 Million
0.77% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
80,639
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
79,238
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
74,557
shares
|
$1.67 Million
0.88% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
71,872
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
70,587
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
67,253
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
62,517
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 43.43%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
60,579
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
60,404
shares
|
$1.35 Million
0.58% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
59,650
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
57,596
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2025
Added 48.97%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
52,814
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
52,437
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
50,686
shares
|
$1.13 Million
0.75% of portfolio
|
Q4 2025
Added 1421.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
49,133
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 57.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
48,390
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
46,646
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 284.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,343
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 5.76%
|
|