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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
294,790
shares
|
$6.44 Million
0.2% of portfolio
|
Q3 2024
Added 1171.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
294,787
shares
|
$6.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
272,061
shares
|
$5.94 Million
1.19% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
269,098
shares
|
$5.88 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
245,003
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
222,715
shares
|
$4.87 Million
2.79% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
207,651
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
202,339
shares
|
$4.42 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
192,276
shares
|
$4.2 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
186,344
shares
|
$4.07 Million
0.1% of portfolio
|
Q3 2024
Added 33.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
173,136
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
162,850
shares
|
$3.56 Million
1.48% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
147,057
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
138,795
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
137,720
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
136,149
shares
|
$2.97 Million
0.49% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
133,700
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 157.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
114,975
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2024
Added 79.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
108,994
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
108,453
shares
|
$2.37 Million
0.27% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
106,812
shares
|
$2.33 Million
1.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
105,821
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100,660
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2023
Closed
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
97,251
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.93%
|