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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
15,492
shares
|
$342,992
0.11% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
15,219
shares
|
$336,948
0.11% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
15,078
shares
|
$333,826
0.15% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
14,275
shares
|
$316,048
0.05% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,951
shares
|
$308,875
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
13,800
shares
|
$305,532
0.06% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,413
shares
|
$296,963
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,144
shares
|
$291,008
0.0% of portfolio
|
Q1 2025
Reduced 68.23%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$289,037
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
12,888
shares
|
$285,340
0.14% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,850
shares
|
$284,499
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,560
shares
|
$278,078
0.01% of portfolio
|
Q1 2025
Added 1007.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
12,525
shares
|
$277,303
0.05% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
12,344
shares
|
$273,296
0.11% of portfolio
|
Q1 2025
Reduced 97.53%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
11,639
shares
|
$257,687
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,637
shares
|
$257,643
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
11,520
shares
|
$255,052
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,430
shares
|
$253,060
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
10,995
shares
|
$243,429
0.13% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,970
shares
|
$242,875
0.14% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,923
shares
|
$241,835
0.01% of portfolio
|
Q1 2025
Reduced 39.43%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
10,551
shares
|
$233,599
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10,362
shares
|
$229,414
0.04% of portfolio
|
Q1 2025
Added 66.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,910
shares
|
$219,407
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
9,827
shares
|
$217,569
0.06% of portfolio
|
Q4 2023
New holding
|