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 |
|---|---|---|---|---|---|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
19,528
shares
|
$436,450
0.17% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,365
shares
|
$432,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
19,209
shares
|
$429,321
0.18% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
18,980
shares
|
$424,203
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
18,728
shares
|
$418,570
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,553
shares
|
$414,659
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
18,290
shares
|
$408,781
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
18,000
shares
|
$402,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
17,292
shares
|
$386,476
0.01% of portfolio
|
Q3 2025
Added 63.87%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,211
shares
|
$384,665
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,102
shares
|
$382,229
0.0% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
16,915
shares
|
$378,050
0.16% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,569
shares
|
$370,317
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
16,499
shares
|
$368,752
0.0% of portfolio
|
Q3 2025
Added 34.49%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
16,475
shares
|
$368,216
0.05% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
16,339
shares
|
$365,176
0.02% of portfolio
|
Q3 2025
Added 60.11%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
16,053
shares
|
$358,784
0.21% of portfolio
|
Q3 2025
Reduced 83.07%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
15,781
shares
|
$352,705
0.1% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,586
shares
|
$348,347
0.01% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,492
shares
|
$346,246
0.1% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,443
shares
|
$345,151
0.06% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,078
shares
|
$336,993
0.13% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
14,720
shares
|
$328,992
0.15% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,653
shares
|
$327,494
0.0% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,500
shares
|
$324,075
0.04% of portfolio
|
Q3 2025
New holding
|
|