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 213 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $920 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
13,885
shares
|
$310,329
0.03% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,632
shares
|
$304,675
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,575
shares
|
$303,401
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
13,081
shares
|
$292,360
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$291,779
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,003
shares
|
$290,617
0.0% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,599
shares
|
$281,587
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
12,525
shares
|
$279,933
0.04% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
12,499
shares
|
$279,352
0.1% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,461
shares
|
$278,503
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
11,704
shares
|
$261,584
0.08% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
11,672
shares
|
$260,869
0.17% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
11,645
shares
|
$260,265
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,628
shares
|
$259,885
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,520
shares
|
$257,472
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,430
shares
|
$255,460
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
11,387
shares
|
$254,499
0.05% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,265
shares
|
$251,772
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,179
shares
|
$249,850
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
11,048
shares
|
$246,922
0.08% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
10,970
shares
|
$245,179
0.12% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
10,823
shares
|
$241,894
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,429
shares
|
$233,088
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,910
shares
|
$221,488
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,781
shares
|
$218,605
0.05% of portfolio
|
Q3 2025
New holding
|
|