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 214 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $920 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
501,462
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Added 226.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
477,285
shares
|
$10.7 Million
1.82% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
468,036
shares
|
$10.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
451,246
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
437,722
shares
|
$9.78 Million
0.1% of portfolio
|
Q3 2025
Added 28.68%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
434,019
shares
|
$9.7 Million
4.99% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
428,929
shares
|
$9.59 Million
2.19% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
404,376
shares
|
$9.04 Million
5.1% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
371,121
shares
|
$8.29 Million
0.0% of portfolio
|
Q3 2025
Added 70.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
369,067
shares
|
$8.25 Million
0.24% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
365,038
shares
|
$8.16 Million
3.84% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
323,363
shares
|
$7.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 74.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
308,662
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
298,705
shares
|
$6.68 Million
0.58% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
297,888
shares
|
$6.66 Million
0.14% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
279,196
shares
|
$6.24 Million
0.1% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
278,232
shares
|
$6.22 Million
0.04% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
269,855
shares
|
$6.03 Million
0.89% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
251,720
shares
|
$5.63 Million
0.6% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
237,140
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2025
Added 28.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
236,634
shares
|
$5.29 Million
1.51% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
236,232
shares
|
$5.28 Million
0.26% of portfolio
|
Q3 2025
Added 90.73%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
214,224
shares
|
$4.79 Million
0.31% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
213,538
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
208,649
shares
|
$4.66 Million
1.36% of portfolio
|
Q3 2025
Added 5.24%
|
|