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 116 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
5,654
shares
|
$122,917
0.01% of portfolio
|
Q4 2023
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
4,119
shares
|
$89,547
0.0% of portfolio
|
Q1 2024
Added 28.72%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
3,346
shares
|
$72,742
0.0% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 06, 2024 Q1 2024 |
3,050
shares
|
$66,307
0.01% of portfolio
|
Q1 2024
Added 0.59%
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
2,997
shares
|
$65,154
0.02% of portfolio
|
Q1 2024
Added 3.34%
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
2,259
shares
|
$49,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
2,080
shares
|
$45,219
0.0% of portfolio
|
Q3 2023
New holding
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2024 Q1 2024 |
1,824
shares
|
$39,653
0.02% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,631
shares
|
$35,457
0.01% of portfolio
|
Q4 2022
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,600
shares
|
$34,784
0.0% of portfolio
|
Q1 2024
New holding
|
|
Community Bank, N.A.
|
May 15, 2024 Q1 2024 |
1,315
shares
|
$28,588
0.0% of portfolio
|
Q1 2024
Reduced 52.63%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,000
shares
|
$21,740
0.0% of portfolio
|
Q4 2022
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
500
shares
|
$10,870
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
457
shares
|
$9,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
63
shares
|
$1,369
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|