Institutional Ownership Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,989,167
shares
|
$38.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,019,736
shares
|
$19.7 Million
1.41% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$16.4 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
665,754
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
541,687
shares
|
$10.4 Million
10.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
538,492
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
393,463
shares
|
$7.59 Million
0.11% of portfolio
|
Q4 2023
Added 4.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
370,367
shares
|
$7.14 Million
0.51% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
325,887
shares
|
$6.29 Million
0.49% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
306,881
shares
|
$5.92 Million
1.19% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
295,435
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
269,679
shares
|
$5.2 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
253,875
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
242,083
shares
|
$4.67 Million
0.04% of portfolio
|
Q3 2024
Added 80.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,581
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
156,539
shares
|
$3.02 Million
0.5% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
153,433
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
131,337
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
126,255
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
121,784
shares
|
$2.35 Million
1.05% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
118,050
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,701
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
106,326
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
105,362
shares
|
$2.03 Million
1.61% of portfolio
|
Q3 2024
Added 11.87%
|