Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,322,904
shares
|
$74.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,390,426
shares
|
$53.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,372,140
shares
|
$53 Million
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,508,963
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
1,369,553
shares
|
$30.6 Million
0.41% of portfolio
|
Q4 2025
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
1,152,610
shares
|
$25.8 Million
2.34% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,057,748
shares
|
$23.6 Million
0.04% of portfolio
|
Q3 2025
Added 56.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,009,848
shares
|
$22.6 Million
0.55% of portfolio
|
Q1 2024
Added 123.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
976,973
shares
|
$21.8 Million
0.26% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
957,005
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
903,291
shares
|
$20.2 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
893,932
shares
|
$20 Million
0.0% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
875,334
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
855,901
shares
|
$19.1 Million
9.8% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
818,740
shares
|
$18.3 Million
2.7% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
818,071
shares
|
$18.3 Million
1.4% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
797,841
shares
|
$17.8 Million
0.13% of portfolio
|
Q3 2025
Added 63.87%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
784,305
shares
|
$17.5 Million
6.06% of portfolio
|
Q4 2025
Added 49.02%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
750,016
shares
|
$16.8 Million
5.07% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
704,196
shares
|
$15.7 Million
5.08% of portfolio
|
Q4 2025
Added 8.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
669,810
shares
|
$15 Million
0.69% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
608,093
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
567,125
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
548,297
shares
|
$12.3 Million
0.74% of portfolio
|
Q4 2025
Added 8.61%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
503,715
shares
|
$11.3 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.45%
|
|