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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
163,473
shares
|
$3.23 Million
1.1% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
145,363
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
141,633
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 98.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
139,395
shares
|
$2.75 Million
0.06% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
134,320
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
133,536
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
125,270
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
125,243
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
121,018
shares
|
$2.39 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
116,555
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
114,256
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 123.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
106,985
shares
|
$2.11 Million
1.35% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,685
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
101,284
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
99,546
shares
|
$1.97 Million
0.13% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
99,110
shares
|
$1.96 Million
0.14% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
95,395
shares
|
$1.88 Million
0.3% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
94,500
shares
|
$1.87 Million
0.27% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
86,295
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 200.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
84,418
shares
|
$1.67 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
84,418
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
83,733
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
82,180
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Added 111.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
82,109
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
81,485
shares
|
$1.61 Million
1.07% of portfolio
|
Q2 2025
Reduced 25.32%
|