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 155 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
234,520
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2025
Added 65.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
232,822
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
218,144
shares
|
$4.33 Million
0.56% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
205,756
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
187,023
shares
|
$3.71 Million
0.23% of portfolio
|
Q3 2025
Added 54.54%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
167,055
shares
|
$3.31 Million
1.07% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
161,528
shares
|
$3.2 Million
0.13% of portfolio
|
Q3 2025
Added 28.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
155,301
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
152,018
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
135,745
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
133,693
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
121,868
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
121,345
shares
|
$2.41 Million
0.37% of portfolio
|
Q3 2025
Added 27.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
120,207
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
104,727
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,685
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
100,510
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
96,439
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
94,375
shares
|
$1.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
91,241
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 196.95%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
90,995
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
89,379
shares
|
$1.77 Million
0.85% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
89,090
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
87,123
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
87,123
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Added 3.2%
|
|