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 147 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $508 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
|
$35.7 Million
0.01% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,030,736
shares
|
$22.5 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%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,009,904
shares
|
$22.1 Million
1.57% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
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 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
|
Oct 31, 2024 Q3 2024 |
682,066
shares
|
$14.9 Million
0.21% of portfolio
|
Q4 2023
Reduced 34.9%
|
|
|
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
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
442,838
shares
|
$9.68 Million
3.82% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
440,478
shares
|
$9.62 Million
0.0% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
430,148
shares
|
$9.4 Million
1.18% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
417,868
shares
|
$9.13 Million
0.02% of portfolio
|
Q3 2024
Added 81.69%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
407,515
shares
|
$8.9 Million
0.63% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
376,209
shares
|
$8.22 Million
3.97% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
369,761
shares
|
$8.08 Million
0.0% of portfolio
|
Q3 2024
Added 114.89%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
364,920
shares
|
$7.97 Million
3.35% of portfolio
|
Q3 2024
Added 321.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
328,229
shares
|
$7.17 Million
2.79% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
295,567
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2024
Added 35.56%
|