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 118 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
39,052
shares
|
$766,590
0.41% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
38,473
shares
|
$755,224
0.01% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
38,176
shares
|
$749,394
0.08% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
35,635
shares
|
$699,515
0.11% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,004
shares
|
$667,498
0.0% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
33,904
shares
|
$665,535
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
32,925
shares
|
$646,317
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
32,425
shares
|
$636,502
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$594,612
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,418
shares
|
$577,475
0.0% of portfolio
|
Q4 2024
Added 30.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,391
shares
|
$576,945
0.0% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,322
shares
|
$575,590
0.0% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
26,997
shares
|
$529,951
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,380
shares
|
$498,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,884
shares
|
$468,842
0.0% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
20,459
shares
|
$401,610
0.23% of portfolio
|
Q4 2024
Added 129.18%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
19,482
shares
|
$382,431
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,477
shares
|
$362,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,070
shares
|
$354,714
0.03% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,705
shares
|
$347,549
0.01% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
17,681
shares
|
$347,078
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
17,375
shares
|
$341,071
0.22% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,280
shares
|
$299,946
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,350
shares
|
$281,690
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
14,194
shares
|
$278,628
0.22% of portfolio
|
Q4 2024
New holding
|