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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
15,517
shares
|
$307,857
0.09% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$297,600
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,739
shares
|
$292,421
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
14,732
shares
|
$292,282
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
14,350
shares
|
$284,704
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
14,131
shares
|
$280,359
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,813
shares
|
$274,049
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
13,627
shares
|
$270,359
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
13,530
shares
|
$268,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
13,499
shares
|
$267,820
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,406
shares
|
$265,975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
13,060
shares
|
$259,110
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,604
shares
|
$250,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
12,554
shares
|
$249,071
0.08% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,445
shares
|
$246,908
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
11,383
shares
|
$225,838
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
10,293
shares
|
$204,213
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,204
shares
|
$202,447
0.02% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,172
shares
|
$201,812
0.01% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
10,162
shares
|
$201,614
0.07% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,599
shares
|
$190,444
0.0% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
8,334
shares
|
$165,346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,935
shares
|
$157,430
0.02% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
6,588
shares
|
$130,705
0.04% of portfolio
|
Q3 2025
Added 58.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,574
shares
|
$110,588
0.02% of portfolio
|
Q1 2024
Added 24.59%
|
|