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 131 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
64,463
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
62,867
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
62,846
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
62,359
shares
|
$1.23 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
58,350
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 30.91%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
57,596
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
51,173
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
44,999
shares
|
$884,230
0.32% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
44,085
shares
|
$866,270
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
43,583
shares
|
$856,405
0.03% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,479
shares
|
$854,362
0.01% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
43,282
shares
|
$850,491
0.07% of portfolio
|
Q1 2025
Added 100555.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
43,073
shares
|
$846,384
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,912
shares
|
$843,220
0.0% of portfolio
|
Q4 2024
Reduced 28.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
39,052
shares
|
$767,371
0.43% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
38,850
shares
|
$763,402
0.0% of portfolio
|
Q1 2025
Added 19.81%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
38,811
shares
|
$762,636
0.01% of portfolio
|
Q1 2025
Added 119.21%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38,176
shares
|
$750,158
0.08% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
36,551
shares
|
$718,227
0.02% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
35,191
shares
|
$691,503
0.01% of portfolio
|
Q1 2025
Added 342.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$595,218
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
28,751
shares
|
$564,957
0.0% of portfolio
|
Q1 2025
Reduced 28.92%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
26,997
shares
|
$530,491
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
25,392
shares
|
$498,952
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
24,663
shares
|
$484,627
0.07% of portfolio
|
Q1 2025
New holding
|