Institutional Ownership Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,765,938
shares
|
$54.9 Million
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,447,100
shares
|
$28.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,183,092
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2025
Added 85.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
1,058,330
shares
|
$21 Million
1.83% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
941,765
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2025
Added 134.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$16.9 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
842,476
shares
|
$16.7 Million
0.11% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
772,329
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
552,514
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 79.32%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
540,826
shares
|
$10.7 Million
1.83% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
534,425
shares
|
$10.6 Million
0.64% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
502,032
shares
|
$9.96 Million
10.18% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
490,080
shares
|
$9.72 Million
5.49% of portfolio
|
Q3 2025
Added 501.44%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
478,837
shares
|
$9.5 Million
1.02% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
432,941
shares
|
$8.59 Million
0.25% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
420,862
shares
|
$8.35 Million
0.04% of portfolio
|
Q3 2025
Added 5624.46%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
418,740
shares
|
$8.31 Million
0.34% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
413,115
shares
|
$8.2 Million
3.86% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
384,676
shares
|
$7.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
300,599
shares
|
$5.96 Million
0.0% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
267,068
shares
|
$5.3 Million
0.41% of portfolio
|
Q3 2025
Added 61.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
264,105
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
262,525
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
239,816
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Added 105.75%
|