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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
91,410
shares
|
$2.02 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
88,083
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
85,623
shares
|
$1.9 Million
1.39% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
80,238
shares
|
$1.78 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
77,220
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
72,651
shares
|
$1.61 Million
1.26% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
71,313
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
Added 343.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
69,172
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
68,729
shares
|
$1.52 Million
0.94% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
66,390
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
63,374
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
59,290
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
57,745
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
56,306
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
53,436
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
51,380
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,442
shares
|
$983,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
43,662
shares
|
$966,676
0.02% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
42,665
shares
|
$944,603
0.3% of portfolio
|
Q1 2025
Added 129.6%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
41,160
shares
|
$911,282
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
40,656
shares
|
$900,123
0.03% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
40,066
shares
|
$887,061
0.14% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
38,866
shares
|
$860,493
0.0% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
38,664
shares
|
$856,020
0.15% of portfolio
|
Q1 2025
Added 180.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,377
shares
|
$849,666
0.0% of portfolio
|
Q1 2025
Added 4.05%
|