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 194 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $828 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,771
shares
|
$217,600
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
9,601
shares
|
$213,814
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,533
shares
|
$212,299
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,266
shares
|
$206,353
0.02% of portfolio
|
Q1 2025
Added 50.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,259
shares
|
$206,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
9,023
shares
|
$200,942
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
9,002
shares
|
$200,474
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
7,150
shares
|
$159,230
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,225
shares
|
$138,630
0.01% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,345
shares
|
$119,033
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,212
shares
|
$116,071
0.0% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,195
shares
|
$115,692
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,100
shares
|
$113,577
0.0% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,022
shares
|
$89,569
0.02% of portfolio
|
Q1 2025
Added 72.54%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,355
shares
|
$74,715
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,314
shares
|
$73,802
0.05% of portfolio
|
Q1 2025
Added 73.24%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,255
shares
|
$72,488
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
3,091
shares
|
$68,836
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,073
shares
|
$68,435
0.04% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,050
shares
|
$67,923
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,496
shares
|
$55,585
0.0% of portfolio
|
Q1 2025
Added 106.28%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,259
shares
|
$50,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
2,100
shares
|
$46,767
0.02% of portfolio
|
Q1 2025
Added 82.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,080
shares
|
$46,321
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,063
shares
|
$45,943
0.0% of portfolio
|
Q1 2025
Added 24.8%
|