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 139 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,470
shares
|
$29,032
0.0% of portfolio
|
Q2 2025
Added 55.72%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,200
shares
|
$23,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,095
shares
|
$21,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
849
shares
|
$16,767
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
848
shares
|
$16,748
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
735
shares
|
$14,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
524
shares
|
$10,349
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
408
shares
|
$8,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
330
shares
|
$6,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
259
shares
|
$5,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
196
shares
|
$3,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
71
shares
|
$1,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8
shares
|
$158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|