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 131 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,972
shares
|
$472,727
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,135
shares
|
$456,222
0.02% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
22,114
shares
|
$436,088
0.26% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,822
shares
|
$410,609
0.01% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
19,798
shares
|
$390,416
0.21% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
19,673
shares
|
$387,951
0.0% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
19,232
shares
|
$379,255
0.01% of portfolio
|
Q1 2025
Added 67.51%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
18,721
shares
|
$369,178
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
18,080
shares
|
$356,537
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,764
shares
|
$330,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,941
shares
|
$314,356
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
15,880
shares
|
$313,153
0.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
14,881
shares
|
$293,453
0.09% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
14,739
shares
|
$290,653
0.01% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
14,548
shares
|
$286,886
0.08% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,350
shares
|
$282,982
0.04% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
14,194
shares
|
$279,905
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,813
shares
|
$272,392
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,637
shares
|
$268,921
0.0% of portfolio
|
Q1 2025
Added 50.1%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
13,526
shares
|
$266,732
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,239
shares
|
$261,073
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
13,060
shares
|
$257,543
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
12,160
shares
|
$239,795
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,900
shares
|
$234,668
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,773
shares
|
$232,163
0.0% of portfolio
|
Q1 2025
New holding
|