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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
11,520
shares
|
$258,047
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,430
shares
|
$256,031
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,179
shares
|
$250,409
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
11,105
shares
|
$248,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
10,970
shares
|
$245,727
0.13% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,922
shares
|
$244,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,736
shares
|
$240,486
0.0% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
10,590
shares
|
$237,215
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
10,552
shares
|
$236,364
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,432
shares
|
$233,676
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10,396
shares
|
$232,870
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
10,205
shares
|
$228,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$224,000
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,910
shares
|
$221,984
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,601
shares
|
$215,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
9,561
shares
|
$214,166
0.2% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
9,299
shares
|
$208,297
0.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,197
shares
|
$116,412
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,195
shares
|
$116,367
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,925
shares
|
$110,320
0.07% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,563
shares
|
$102,211
0.02% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,529
shares
|
$101,449
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,218
shares
|
$94,483
0.04% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,358
shares
|
$75,219
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,314
shares
|
$74,233
0.04% of portfolio
|
Q1 2025
Added 73.24%
|