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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
190,405
shares
|
$4.22 Million
0.69% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
176,515
shares
|
$3.91 Million
0.07% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
164,217
shares
|
$3.64 Million
0.56% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
158,370
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
157,473
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
153,113
shares
|
$3.39 Million
0.21% of portfolio
|
Q1 2025
Added 21.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
146,982
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 41.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
142,439
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
138,815
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
137,232
shares
|
$3.04 Million
1.12% of portfolio
|
Q1 2025
Added 26.86%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
133,282
shares
|
$2.95 Million
0.21% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
132,495
shares
|
$2.93 Million
0.21% of portfolio
|
Q1 2025
Added 48.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
125,467
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
120,926
shares
|
$2.68 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
117,309
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
114,663
shares
|
$2.54 Million
0.12% of portfolio
|
Q1 2025
Added 202.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
109,425
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2025
Added 6572.26%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
108,360
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
106,657
shares
|
$2.36 Million
0.34% of portfolio
|
Q1 2025
Added 20.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
103,883
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
103,408
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
98,793
shares
|
$2.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
97,875
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
91,703
shares
|
$2.03 Million
0.04% of portfolio
|
Q1 2025
Added 78.87%
|