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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
13,060
shares
|
$257,935
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,940
shares
|
$255,565
0.01% of portfolio
|
Q2 2025
Added 564.61%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
12,044
shares
|
$237,869
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
11,958
shares
|
$236,170
0.0% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,900
shares
|
$235,025
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,706
shares
|
$231,193
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
11,274
shares
|
$222,661
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
10,162
shares
|
$200,699
0.07% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,899
shares
|
$195,505
0.0% of portfolio
|
Q2 2025
Reduced 76.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,216
shares
|
$162,266
0.0% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,083
shares
|
$159,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,935
shares
|
$156,716
0.03% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,352
shares
|
$145,202
0.0% of portfolio
|
Q2 2025
Reduced 83.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,574
shares
|
$110,086
0.02% of portfolio
|
Q1 2024
Added 24.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,963
shares
|
$98,019
0.02% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,937
shares
|
$97,505
0.04% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,163
shares
|
$82,219
0.03% of portfolio
|
Q2 2025
Added 125.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,745
shares
|
$73,963
0.04% of portfolio
|
Q1 2025
Added 73.22%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,560
shares
|
$70,310
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,384
shares
|
$66,834
0.0% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,360
shares
|
$66,360
0.0% of portfolio
|
Q2 2025
Added 61.54%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,542
shares
|
$50,204
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,354
shares
|
$46,491
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,220
shares
|
$43,845
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
2,078
shares
|
$41,040
0.02% of portfolio
|
Q4 2024
New holding
|