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 195 institutions that hold shares in the stock, with a total of 37.9 Million shares, which have been reported (via 13F filing form) to have a value of $845 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
16,939
shares
|
$377,570
0.03% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,480
shares
|
$367,339
0.03% of portfolio
|
Q2 2025
Added 56.19%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
16,061
shares
|
$357,999
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
15,781
shares
|
$351,758
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,492
shares
|
$345,316
0.11% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,078
shares
|
$336,088
0.14% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
14,725
shares
|
$328,220
0.05% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
14,720
shares
|
$328,108
0.16% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,951
shares
|
$310,967
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,413
shares
|
$298,975
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,144
shares
|
$292,979
0.0% of portfolio
|
Q1 2025
Reduced 68.23%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$290,995
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
12,918
shares
|
$287,942
0.13% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,850
shares
|
$286,426
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,560
shares
|
$279,962
0.01% of portfolio
|
Q1 2025
Added 1007.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
12,525
shares
|
$279,182
0.05% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
12,344
shares
|
$275,147
0.11% of portfolio
|
Q1 2025
Reduced 97.53%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
11,639
shares
|
$259,433
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,637
shares
|
$259,388
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
11,520
shares
|
$256,780
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,430
shares
|
$254,774
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,179
shares
|
$249,179
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,105
shares
|
$247,530
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
10,970
shares
|
$244,521
0.13% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,923
shares
|
$243,473
0.01% of portfolio
|
Q1 2025
Reduced 39.43%
|