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 139 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,689,736
shares
|
$53.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,379,043
shares
|
$27.2 Million
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,152,213
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 83.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,029,829
shares
|
$20.3 Million
2.03% of portfolio
|
Q2 2025
Added 139.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$16.8 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
745,879
shares
|
$14.7 Million
0.11% of portfolio
|
Q2 2025
Added 146.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
639,493
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Added 886.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
583,163
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 79.32%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
543,723
shares
|
$10.7 Million
11.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
514,453
shares
|
$10.2 Million
0.67% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
435,300
shares
|
$8.6 Million
1.58% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
427,386
shares
|
$8.44 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
409,469
shares
|
$8.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
402,086
shares
|
$7.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
393,507
shares
|
$7.77 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
385,684
shares
|
$7.62 Million
3.82% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
372,535
shares
|
$7.36 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
280,525
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
255,197
shares
|
$5.04 Million
0.12% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
253,494
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
208,753
shares
|
$4.12 Million
0.58% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
203,772
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
185,263
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
165,083
shares
|
$3.26 Million
0.26% of portfolio
|
Q2 2025
Added 186.62%
|