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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
17,107
shares
|
$383,196
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
17,004
shares
|
$380,889
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,480
shares
|
$369,152
0.03% of portfolio
|
Q2 2025
Added 56.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,850
shares
|
$355,040
0.0% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
15,820
shares
|
$354,368
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
15,781
shares
|
$353,494
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,492
shares
|
$347,020
0.11% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
15,078
shares
|
$337,747
0.14% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
14,856
shares
|
$332,774
0.01% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
14,725
shares
|
$329,840
0.05% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
14,720
shares
|
$329,728
0.16% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
14,275
shares
|
$319,760
0.06% of portfolio
|
Q2 2025
Added 46.1%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
13,058
shares
|
$292,499
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$292,432
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
12,918
shares
|
$289,363
0.13% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
12,525
shares
|
$280,560
0.04% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
12,421
shares
|
$278,230
0.1% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
12,358
shares
|
$276,819
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
12,315
shares
|
$275,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,298
shares
|
$275,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
12,268
shares
|
$274,803
0.0% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
12,142
shares
|
$271,980
0.02% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,862
shares
|
$265,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
11,704
shares
|
$262,169
0.1% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
11,672
shares
|
$261,452
0.18% of portfolio
|
Q2 2025
Added 29.66%
|