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 172 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $724 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
452,318
shares
|
$9.96 Million
0.66% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
380,302
shares
|
$8.37 Million
3.33% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
361,796
shares
|
$7.97 Million
0.0% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
333,096
shares
|
$7.33 Million
0.23% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
332,479
shares
|
$7.32 Million
1.87% of portfolio
|
Q4 2024
Added 78686.49%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
317,678
shares
|
$7 Million
5.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
301,527
shares
|
$6.64 Million
2.5% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
296,543
shares
|
$6.53 Million
3.46% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
294,427
shares
|
$6.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
272,061
shares
|
$5.99 Million
1.19% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
270,509
shares
|
$5.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 95.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
237,446
shares
|
$5.23 Million
0.13% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
228,435
shares
|
$5.03 Million
0.04% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
228,248
shares
|
$5.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
222,608
shares
|
$4.9 Million
2.08% of portfolio
|
Q4 2024
Added 36.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
220,849
shares
|
$4.86 Million
0.05% of portfolio
|
Q4 2024
Added 127.09%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
209,899
shares
|
$4.62 Million
0.16% of portfolio
|
Q4 2024
Added 60.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
197,307
shares
|
$4.34 Million
1.38% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
195,858
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
174,224
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
154,767
shares
|
$3.41 Million
0.01% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
150,180
shares
|
$3.31 Million
0.53% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
142,057
shares
|
$3.13 Million
0.35% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
140,955
shares
|
$3.1 Million
0.52% of portfolio
|
Q4 2024
Added 182.67%
|