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 142 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,689,736
shares
|
$53.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,379,043
shares
|
$27.6 Million
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,152,213
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Added 83.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,029,829
shares
|
$20.6 Million
2.03% of portfolio
|
Q2 2025
Added 139.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$17 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
842,476
shares
|
$16.8 Million
0.11% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
639,493
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Added 886.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
583,163
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 79.32%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
534,425
shares
|
$10.7 Million
0.64% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
502,032
shares
|
$10 Million
10.18% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
478,837
shares
|
$9.58 Million
1.02% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
435,300
shares
|
$8.71 Million
1.58% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
427,386
shares
|
$8.55 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
413,115
shares
|
$8.26 Million
3.86% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
402,086
shares
|
$8.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
384,676
shares
|
$7.69 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
372,535
shares
|
$7.45 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
280,525
shares
|
$5.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
255,197
shares
|
$5.1 Million
0.12% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
253,494
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
218,144
shares
|
$4.36 Million
0.56% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
203,772
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
185,263
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
165,083
shares
|
$3.3 Million
0.26% of portfolio
|
Q2 2025
Added 186.62%
|