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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
33,563
shares
|
$665,889
0.46% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,755
shares
|
$630,019
0.0% of portfolio
|
Q3 2025
Added 50.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
30,851
shares
|
$612,083
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$600,973
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,997
shares
|
$535,620
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
25,842
shares
|
$512,705
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
25,320
shares
|
$502,348
0.07% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,939
shares
|
$494,789
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,864
shares
|
$473,461
0.0% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
23,283
shares
|
$461,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
22,266
shares
|
$441,757
0.25% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
20,984
shares
|
$416,322
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
20,055
shares
|
$397,891
0.02% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
19,334
shares
|
$383,586
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
18,721
shares
|
$371,424
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
18,538
shares
|
$367,793
0.14% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
17,773
shares
|
$352,616
0.21% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,759
shares
|
$352,338
0.09% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
17,617
shares
|
$349,521
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
17,228
shares
|
$341,803
0.22% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
16,966
shares
|
$336,605
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,339
shares
|
$324,165
0.01% of portfolio
|
Q3 2025
Added 26.27%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
16,239
shares
|
$322,181
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
15,941
shares
|
$316,269
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,567
shares
|
$308,849
0.0% of portfolio
|
Q3 2025
Added 30.18%
|
|