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 226 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $985 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
117,782
shares
|
$2.63 Million
0.04% of portfolio
|
Q4 2025
Added 123.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
115,611
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
115,550
shares
|
$2.58 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
112,226
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
107,032
shares
|
$2.39 Million
1.34% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
106,918
shares
|
$2.39 Million
0.02% of portfolio
|
Q4 2025
Reduced 55.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
106,774
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
104,274
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
103,861
shares
|
$2.32 Million
0.17% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
102,097
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
99,147
shares
|
$2.22 Million
0.35% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
97,095
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
95,604
shares
|
$2.14 Million
0.68% of portfolio
|
Q4 2025
Added 664.89%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
90,992
shares
|
$2.03 Million
0.77% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
80,639
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
79,238
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
74,557
shares
|
$1.67 Million
0.88% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
71,872
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
70,587
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
67,253
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
62,517
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 43.43%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
60,966
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2025
Added 5.85%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
60,579
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
60,404
shares
|
$1.35 Million
0.58% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
58,463
shares
|
$1.31 Million
0.29% of portfolio
|
Q4 2025
Added 413.42%
|
|