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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,922
shares
|
$243,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,432
shares
|
$232,529
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10,396
shares
|
$231,726
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,910
shares
|
$220,893
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,771
shares
|
$217,795
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,601
shares
|
$214,006
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,533
shares
|
$212,490
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
9,299
shares
|
$207,274
0.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,266
shares
|
$206,539
0.02% of portfolio
|
Q1 2025
Added 50.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,259
shares
|
$206,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
9,002
shares
|
$200,654
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
7,150
shares
|
$159,373
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,225
shares
|
$138,755
0.01% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,212
shares
|
$116,175
0.0% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,195
shares
|
$115,796
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
5,100
shares
|
$113,679
0.0% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,218
shares
|
$94,019
0.04% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,022
shares
|
$89,650
0.02% of portfolio
|
Q1 2025
Added 72.54%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,355
shares
|
$74,782
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,314
shares
|
$73,869
0.05% of portfolio
|
Q1 2025
Added 73.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
3,073
shares
|
$68,497
0.04% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,050
shares
|
$67,984
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,050
shares
|
$67,984
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,286
shares
|
$50,954
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,259
shares
|
$50,353
0.0% of portfolio
|
Q1 2024
New holding
|