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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
93,590
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
91,089
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
89,748
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 29.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
85,336
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 58.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
83,920
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
80,098
shares
|
$1.75 Million
1.21% of portfolio
|
Q3 2024
Added 46.28%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
80,041
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
75,559
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
73,787
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Added 104.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
73,145
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
68,489
shares
|
$1.5 Million
0.67% of portfolio
|
Q3 2024
Added 18.81%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
56,404
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
52,565
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
52,302
shares
|
$1.14 Million
0.73% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
50,128
shares
|
$1.1 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
49,865
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,292
shares
|
$945,930
0.04% of portfolio
|
Q3 2024
Added 135.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
39,507
shares
|
$863,227
0.06% of portfolio
|
Q3 2024
Added 67.56%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
39,018
shares
|
$852,543
0.04% of portfolio
|
Q3 2024
Added 94.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,247
shares
|
$813,846
0.0% of portfolio
|
Q3 2024
Added 239.97%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
34,823
shares
|
$760,882
0.08% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,804
shares
|
$760,467
0.04% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,487
shares
|
$753,540
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,449
shares
|
$752,710
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
34,119
shares
|
$745,500
0.0% of portfolio
|
Q3 2024
Added 68.04%
|