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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,294
shares
|
$73,785
0.0% of portfolio
|
Q2 2025
Added 59.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,207
shares
|
$71,836
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,050
shares
|
$68,320
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,050
shares
|
$68,320
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,286
shares
|
$51,206
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,259
shares
|
$50,601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
2,100
shares
|
$47,040
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$46,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,985
shares
|
$44,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,825
shares
|
$40,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
1,746
shares
|
$39,110
0.02% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,631
shares
|
$36,534
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,549
shares
|
$34,697
0.02% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,162
shares
|
$26,028
0.0% of portfolio
|
Q2 2025
Reduced 81.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$22,400
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
950
shares
|
$21,280
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
500
shares
|
$11,200
0.0% of portfolio
|
Q1 2025
Added 110.08%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
289
shares
|
$6,473
0.0% of portfolio
|
Q4 2024
Reduced 48.58%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
189
shares
|
$4,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
79
shares
|
$1,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
63
shares
|
$1,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
49
shares
|
$1,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$470
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|