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 $823 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
435,577
shares
|
$9.64 Million
3.89% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
412,458
shares
|
$9.13 Million
2.44% of portfolio
|
Q1 2025
Added 24.06%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
367,283
shares
|
$8.13 Million
5.23% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
366,861
shares
|
$8.12 Million
1.62% of portfolio
|
Q1 2025
Added 34.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
362,714
shares
|
$8.03 Million
0.27% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
353,920
shares
|
$7.84 Million
5.42% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
325,923
shares
|
$7.22 Million
4.04% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
301,898
shares
|
$6.68 Million
0.06% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
283,067
shares
|
$6.27 Million
0.05% of portfolio
|
Q1 2025
Added 333.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
281,959
shares
|
$6.24 Million
2.45% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
280,181
shares
|
$6.2 Million
0.66% of portfolio
|
Q1 2025
Added 347.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
277,006
shares
|
$6.13 Million
0.16% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
264,848
shares
|
$5.86 Million
0.01% of portfolio
|
Q1 2025
Added 71.13%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
255,389
shares
|
$5.65 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
253,169
shares
|
$5.61 Million
0.05% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
252,269
shares
|
$5.59 Million
0.01% of portfolio
|
Q1 2025
Added 189.19%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
247,149
shares
|
$5.47 Million
2.34% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
231,159
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
226,738
shares
|
$5.02 Million
0.06% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
225,675
shares
|
$5 Million
0.06% of portfolio
|
Q1 2025
Added 96.41%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
219,177
shares
|
$4.85 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
216,764
shares
|
$4.8 Million
0.16% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
210,142
shares
|
$4.65 Million
0.53% of portfolio
|
Q1 2025
Added 47.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
198,253
shares
|
$4.39 Million
1.45% of portfolio
|
Q1 2025
Added 0.48%
|