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 |
|---|---|---|---|---|---|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
81,087
shares
|
$1.6 Million
0.83% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
79,894
shares
|
$1.58 Million
0.72% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
74,067
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
71,419
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Added 58.71%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
65,392
shares
|
$1.29 Million
2.06% of portfolio
|
Q3 2022
Added 290.54%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
62,996
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,955
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 56.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
58,608
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
57,294
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 5341.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
51,049
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
50,546
shares
|
$998,283
0.03% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
47,524
shares
|
$938,599
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
45,454
shares
|
$897,716
0.03% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
43,300
shares
|
$855,175
0.09% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
41,632
shares
|
$822,232
0.07% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
40,959
shares
|
$808,940
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
40,302
shares
|
$795,964
0.42% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
39,619
shares
|
$782,475
0.01% of portfolio
|
Q2 2025
Added 106.01%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
39,594
shares
|
$781,981
0.56% of portfolio
|
Q2 2025
Reduced 54.01%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
39,152
shares
|
$773,252
0.16% of portfolio
|
Q2 2025
Added 97.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
38,443
shares
|
$759,249
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
36,551
shares
|
$721,882
0.02% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
35,191
shares
|
$695,022
0.02% of portfolio
|
Q2 2025
Reduced 49.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,726
shares
|
$606,838
0.0% of portfolio
|
Q2 2025
Reduced 52.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
30,499
shares
|
$602,355
0.0% of portfolio
|
Q2 2025
Added 20.11%
|