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 133 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
26,997
shares
|
$532,380
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
25,392
shares
|
$500,730
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
24,663
shares
|
$486,354
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,972
shares
|
$472,727
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,135
shares
|
$456,222
0.02% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
22,114
shares
|
$436,088
0.26% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
20,845
shares
|
$411,063
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
19,798
shares
|
$390,416
0.21% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,673
shares
|
$387,951
0.0% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
18,721
shares
|
$369,178
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
18,080
shares
|
$356,537
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,764
shares
|
$330,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
16,239
shares
|
$320,233
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,941
shares
|
$314,356
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
15,517
shares
|
$305,995
0.09% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,739
shares
|
$290,653
0.01% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,720
shares
|
$290,278
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
14,548
shares
|
$286,886
0.08% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,350
shares
|
$282,982
0.04% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
14,194
shares
|
$279,905
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,813
shares
|
$272,392
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,637
shares
|
$268,921
0.0% of portfolio
|
Q1 2025
Added 50.1%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
13,602
shares
|
$268,231
0.03% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,239
shares
|
$261,073
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
13,060
shares
|
$257,543
0.1% of portfolio
|
Q1 2025
New holding
|