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 172 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $729 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,034
shares
|
$398,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
17,972
shares
|
$397,181
0.17% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
17,835
shares
|
$394,153
0.21% of portfolio
|
Q4 2024
Added 49.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
17,407
shares
|
$384,694
0.0% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
17,400
shares
|
$384,540
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
16,072
shares
|
$355,191
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
16,052
shares
|
$354,749
0.03% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,078
shares
|
$333,223
0.15% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
14,865
shares
|
$328,516
0.14% of portfolio
|
Q4 2024
Added 53.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,227
shares
|
$314,416
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,127
shares
|
$312,206
0.1% of portfolio
|
Q4 2024
Added 41.27%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,800
shares
|
$304,980
0.07% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
13,794
shares
|
$304,847
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,413
shares
|
$296,427
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
13,392
shares
|
$295,963
0.1% of portfolio
|
Q3 2024
Added 30.17%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
13,319
shares
|
$294,349
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
13,205
shares
|
$291,830
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$288,515
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
13,027
shares
|
$287,896
0.03% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,888
shares
|
$284,824
0.14% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,030
shares
|
$265,863
0.02% of portfolio
|
Q4 2024
Reduced 73.72%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,430
shares
|
$252,603
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
10,970
shares
|
$242,437
0.13% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,524
shares
|
$232,580
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
10,484
shares
|
$231,696
0.15% of portfolio
|
Q4 2024
Reduced 57.77%
|