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 |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
81,888
shares
|
$1.62 Million
0.7% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
74,903
shares
|
$1.49 Million
0.45% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
68,083
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
67,749
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
65,392
shares
|
$1.3 Million
2.06% of portfolio
|
Q3 2022
Added 290.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
64,339
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
63,567
shares
|
$1.26 Million
0.32% of portfolio
|
Q3 2025
Added 55.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
62,699
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
61,018
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
60,423
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 57.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
59,163
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 49.33%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
57,294
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 5341.03%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
57,116
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
56,836
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
53,784
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
47,196
shares
|
$936,368
0.17% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
46,706
shares
|
$926,647
0.03% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
43,742
shares
|
$867,841
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
43,300
shares
|
$859,072
0.09% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
43,296
shares
|
$858,992
0.06% of portfolio
|
Q3 2025
Added 1179.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
40,302
shares
|
$799,591
0.38% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
40,063
shares
|
$794,849
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
37,981
shares
|
$753,543
0.0% of portfolio
|
Q3 2025
Added 116.17%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
35,791
shares
|
$710,093
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
34,376
shares
|
$682,019
0.0% of portfolio
|
Q3 2025
Added 37.87%
|
|