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 116 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
166,876
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
164,906
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2024
Added 35.56%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
138,765
shares
|
$3.02 Million
0.11% of portfolio
|
Q1 2024
Added 48.01%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
130,471
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2024
Added 151.18%
|
|
Shelton Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
129,988
shares
|
$2.83 Million
1.8% of portfolio
|
Q1 2024
Added 47.69%
|
|
Carmel Capital Partners, LLC
|
Apr 25, 2024 Q1 2024 |
127,232
shares
|
$2.77 Million
1.2% of portfolio
|
Q1 2024
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
123,281
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.13%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
110,470
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2024
Added 27.25%
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
108,620
shares
|
$2.36 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
105,534
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2024
Added 110.95%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 06, 2024 Q1 2024 |
103,602
shares
|
$2.25 Million
0.99% of portfolio
|
Q1 2024
Added 7.44%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
101,916
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2024
Reduced 32.86%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
100,615
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2024 Q1 2024 |
100,558
shares
|
$2.19 Million
0.4% of portfolio
|
Q1 2024
Added 29.46%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
91,000
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
84,354
shares
|
$1.83 Million
0.21% of portfolio
|
Q1 2024
Added 49.56%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
80,222
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2024
Added 68.91%
|
|
Moseley Investment Management Inc
|
Apr 04, 2024 Q1 2024 |
64,065
shares
|
$1.39 Million
0.71% of portfolio
|
Q1 2024
Added 57.44%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
62,456
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
61,788
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.84%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
57,427
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Added 49.97%
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2024 Q1 2024 |
50,986
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2024
Added 3.82%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
50,920
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 110.07%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
47,628
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Added 3.74%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
47,493
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Added 56.29%
|