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 199 institutions that hold shares in the stock, with a total of 38.9 Million shares, which have been reported (via 13F filing form) to have a value of $868 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,279,644
shares
|
$73.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,470,514
shares
|
$55.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,263,583
shares
|
$50.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,359,691
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,266,678
shares
|
$28.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22.5 Million
0.55% of portfolio
|
Q1 2024
Added 123.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
983,561
shares
|
$21.9 Million
0.01% of portfolio
|
Q2 2025
Added 42.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
957,005
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
920,066
shares
|
$20.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
907,555
shares
|
$20.2 Million
1.44% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
841,186
shares
|
$18.8 Million
10.1% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
802,629
shares
|
$17.9 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
791,883
shares
|
$17.7 Million
1.42% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
767,440
shares
|
$17.1 Million
2.63% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
750,016
shares
|
$16.7 Million
5.3% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
677,243
shares
|
$15.1 Million
0.03% of portfolio
|
Q2 2025
Added 28.24%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
633,631
shares
|
$14.1 Million
0.7% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
597,469
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
566,440
shares
|
$12.6 Million
1.26% of portfolio
|
Q2 2025
Added 102.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
544,355
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
517,987
shares
|
$11.5 Million
4.67% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
515,238
shares
|
$11.5 Million
4.09% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
488,906
shares
|
$10.9 Million
0.72% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
486,873
shares
|
$10.9 Million
0.09% of portfolio
|
Q2 2025
Added 72.0%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
472,918
shares
|
$10.5 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.55%
|