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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$598,247
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
26,997
shares
|
$533,190
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
25,096
shares
|
$495,646
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,934
shares
|
$492,446
0.0% of portfolio
|
Q2 2025
Added 137.15%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
23,884
shares
|
$471,709
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
22,266
shares
|
$439,753
0.25% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
20,845
shares
|
$411,688
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
19,878
shares
|
$392,590
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
19,219
shares
|
$379,575
0.03% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
18,721
shares
|
$369,739
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
17,629
shares
|
$348,172
0.16% of portfolio
|
Q2 2025
Added 44.98%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,570
shares
|
$347,007
0.0% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
17,228
shares
|
$340,253
0.23% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
16,239
shares
|
$320,720
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,941
shares
|
$314,834
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
15,517
shares
|
$306,460
0.09% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,391
shares
|
$303,972
0.08% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
14,739
shares
|
$291,095
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,720
shares
|
$290,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
14,350
shares
|
$283,412
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
14,017
shares
|
$276,835
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
13,813
shares
|
$272,806
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
13,725
shares
|
$271,068
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
13,602
shares
|
$268,639
0.03% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,369
shares
|
$264,037
0.02% of portfolio
|
Q2 2025
Added 0.98%
|