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 172 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $724 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,233,787
shares
|
$71 Million
0.01% of portfolio
|
Q4 2024
Added 1767.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,985,841
shares
|
$43.6 Million
0.01% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,759,845
shares
|
$38.6 Million
0.0% of portfolio
|
Q4 2024
Added 149.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,572,636
shares
|
$34.5 Million
0.22% of portfolio
|
Q4 2024
Added 52.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,317,442
shares
|
$28.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,083,810
shares
|
$23.8 Million
1.65% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22.2 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
|
$21 Million
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
948,981
shares
|
$20.8 Million
0.3% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
804,081
shares
|
$17.7 Million
10.08% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
738,507
shares
|
$16.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.94%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
676,724
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Added 53.63%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
620,067
shares
|
$13.6 Million
5.31% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
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
|
Feb 04, 2025 Q4 2024 |
605,120
shares
|
$13.3 Million
1.59% of portfolio
|
Q2 2024
Added 24.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
591,437
shares
|
$13 Million
0.19% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
572,936
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
537,362
shares
|
$11.8 Million
0.64% of portfolio
|
Q4 2024
Added 165.58%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
500,007
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
482,618
shares
|
$10.6 Million
0.03% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
471,153
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
468,141
shares
|
$10.3 Million
1.19% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.3 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
453,624
shares
|
$9.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.3%
|