Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,424,662
shares
|
$31.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,167,937
shares
|
$25.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22 Million
0.55% of portfolio
|
Q1 2024
Added 123.68%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
926,905
shares
|
$20.2 Million
1.56% of portfolio
|
Q1 2024
Added 12.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
836,710
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2024
Added 39.61%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Apr 29, 2024 Q1 2024 |
738,598
shares
|
$16.1 Million
7.54% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
716,245
shares
|
$15.6 Million
0.26% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
540,405
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2024
Added 14.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
503,274
shares
|
$11 Million
0.0% of portfolio
|
Q1 2024
Added 90.21%
|
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
487,303
shares
|
$10.6 Million
1.32% of portfolio
|
Q1 2024
Added 19.17%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
448,617
shares
|
$9.79 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
440,185
shares
|
$9.61 Million
3.4% of portfolio
|
Q1 2024
Reduced 6.04%
|
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
368,736
shares
|
$8.05 Million
1.06% of portfolio
|
Q1 2024
Added 13.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
363,191
shares
|
$7.93 Million
0.0% of portfolio
|
Q1 2024
Added 8.76%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
325,878
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2024
Added 149.89%
|
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
312,481
shares
|
$6.82 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
293,781
shares
|
$6.41 Million
0.0% of portfolio
|
Q1 2024
Added 13.26%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 15, 2024 Q1 2024 |
285,830
shares
|
$6.24 Million
1.66% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
278,730
shares
|
$6.08 Million
0.07% of portfolio
|
Q1 2024
Added 3.29%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 15, 2024 Q1 2024 |
260,693
shares
|
$5.69 Million
3.09% of portfolio
|
Q1 2024
Added 188.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
209,019
shares
|
$4.56 Million
0.04% of portfolio
|
Q1 2024
Added 3.35%
|
|
|
Transcend Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
189,925
shares
|
$4.15 Million
0.34% of portfolio
|
Q1 2024
Added 35.93%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
177,897
shares
|
$3.88 Million
0.81% of portfolio
|
Q1 2024
Added 89.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
173,330
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|