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 213 institutions that hold shares in the stock, with a total of 41.1 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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
188,185
shares
|
$4.21 Million
2.0% of portfolio
|
Q3 2025
Reduced 24.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
184,474
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
183,335
shares
|
$4.1 Million
0.53% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
179,134
shares
|
$4 Million
0.24% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
177,601
shares
|
$3.97 Million
0.07% of portfolio
|
Q3 2025
Added 18.31%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
176,653
shares
|
$3.95 Million
0.11% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
161,909
shares
|
$3.62 Million
0.22% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
160,373
shares
|
$3.58 Million
0.08% of portfolio
|
Q3 2025
Added 158.86%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
150,393
shares
|
$3.36 Million
1.08% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
142,450
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
138,167
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
134,327
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
133,127
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Added 225.76%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
125,556
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
124,256
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.73%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
120,926
shares
|
$2.7 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
119,935
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
118,550
shares
|
$2.65 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
118,023
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
115,611
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
111,538
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
107,032
shares
|
$2.39 Million
1.34% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
106,918
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2025
Reduced 55.47%
|
|