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 |
|---|---|---|---|---|---|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
37,547
shares
|
$831,290
0.44% of portfolio
|
Q4 2024
Added 42.53%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
35,967
shares
|
$796,309
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,122
shares
|
$755,461
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
31,084
shares
|
$688,199
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
31,080
shares
|
$688,111
0.01% of portfolio
|
Q1 2025
Added 340.04%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
28,942
shares
|
$640,775
0.28% of portfolio
|
Q1 2025
Added 117.3%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
28,472
shares
|
$630,370
0.08% of portfolio
|
Q1 2024
Added 21.15%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
26,855
shares
|
$594,569
0.12% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
26,704
shares
|
$591,226
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
25,451
shares
|
$563,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,191
shares
|
$535,588
0.61% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
23,328
shares
|
$516,481
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
23,266
shares
|
$515,109
0.21% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
22,829
shares
|
$505,434
0.04% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,150
shares
|
$468,261
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
20,994
shares
|
$464,807
0.21% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,936
shares
|
$463,523
0.0% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
20,088
shares
|
$444,748
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
19,465
shares
|
$430,955
0.19% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
19,287
shares
|
$427,014
0.16% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,360
shares
|
$406,490
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
17,835
shares
|
$394,866
0.21% of portfolio
|
Q4 2024
Added 49.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,407
shares
|
$385,390
0.0% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
16,939
shares
|
$375,029
0.03% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
16,052
shares
|
$355,391
0.03% of portfolio
|
Q4 2024
Added 33.63%
|