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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
40,000
shares
|
$896,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
38,664
shares
|
$866,073
0.15% of portfolio
|
Q1 2025
Added 180.3%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
38,294
shares
|
$857,785
0.4% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,064
shares
|
$830,233
0.1% of portfolio
|
Q2 2025
Added 30.18%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
32,422
shares
|
$726,252
0.02% of portfolio
|
Q2 2025
Added 2136.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
31,190
shares
|
$698,656
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
31,080
shares
|
$696,192
0.02% of portfolio
|
Q2 2025
Reduced 44.02%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
29,674
shares
|
$664,697
0.29% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
28,942
shares
|
$648,300
0.27% of portfolio
|
Q1 2025
Added 117.3%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
26,855
shares
|
$601,552
0.11% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
25,451
shares
|
$570,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
24,191
shares
|
$541,878
0.61% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
23,562
shares
|
$527,788
0.15% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
22,943
shares
|
$513,923
0.21% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
22,903
shares
|
$513,027
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
22,260
shares
|
$498,623
0.19% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
22,183
shares
|
$496,899
0.16% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
21,610
shares
|
$484,063
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
21,503
shares
|
$481,667
0.18% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,057
shares
|
$471,676
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
20,936
shares
|
$468,966
0.0% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
20,716
shares
|
$464,038
0.12% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
18,914
shares
|
$423,673
0.01% of portfolio
|
Q2 2025
Added 41.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,360
shares
|
$411,264
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
17,835
shares
|
$399,504
0.19% of portfolio
|
Q4 2024
Added 49.07%
|