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 150 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,635,947
shares
|
$35.8 Million
0.01% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,083,810
shares
|
$23.7 Million
1.65% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,030,736
shares
|
$22.6 Million
0.15% of portfolio
|
Q3 2024
Added 399.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,024,921
shares
|
$22.4 Million
0.02% of portfolio
|
Q3 2024
Added 1800.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22.1 Million
0.55% of portfolio
|
Q1 2024
Added 123.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
957,005
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
809,648
shares
|
$17.7 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
780,662
shares
|
$17.1 Million
8.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
779,325
shares
|
$17.1 Million
0.26% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
704,026
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
701,164
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
610,084
shares
|
$13.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
605,120
shares
|
$13.2 Million
1.58% of portfolio
|
Q2 2024
Added 24.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
564,825
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
487,460
shares
|
$10.7 Million
4.74% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
468,141
shares
|
$10.2 Million
1.19% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
452,318
shares
|
$9.9 Million
0.66% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
442,838
shares
|
$9.69 Million
3.82% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
440,478
shares
|
$9.64 Million
0.0% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
417,868
shares
|
$9.15 Million
0.02% of portfolio
|
Q3 2024
Added 81.69%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
380,302
shares
|
$8.32 Million
3.33% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
369,761
shares
|
$8.09 Million
0.0% of portfolio
|
Q3 2024
Added 114.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
328,229
shares
|
$7.18 Million
2.79% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
296,543
shares
|
$6.49 Million
3.46% of portfolio
|
Q4 2024
Added 33.15%
|