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 194 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $834 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,431,630
shares
|
$76 Million
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,419,563
shares
|
$53.6 Million
0.01% of portfolio
|
Q1 2025
Added 21.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,065,116
shares
|
$45.7 Million
0.0% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,495,732
shares
|
$33.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,209,605
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,133,823
shares
|
$25.1 Million
1.79% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22.4 Million
0.55% of portfolio
|
Q1 2024
Added 123.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
996,970
shares
|
$22.1 Million
0.35% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
957,005
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
826,003
shares
|
$18.3 Million
10.4% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
784,529
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
778,448
shares
|
$17.2 Million
1.45% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
741,664
shares
|
$16.4 Million
2.73% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
691,944
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Added 46.86%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
689,290
shares
|
$15.3 Million
5.56% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
600,982
shares
|
$13.3 Million
0.74% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
589,810
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
528,120
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
505,230
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 39.64%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
499,428
shares
|
$11.1 Million
4.91% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
496,891
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
490,343
shares
|
$10.9 Million
1.35% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
479,088
shares
|
$10.6 Million
0.75% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.4 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
438,690
shares
|
$9.71 Million
0.15% of portfolio
|
Q1 2025
Reduced 28.09%
|