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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
57,528
shares
|
$1.27 Million
0.78% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
57,046
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Added 46.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
51,269
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,163
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 168.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,372
shares
|
$911,011
0.0% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,419
shares
|
$890,026
0.02% of portfolio
|
Q4 2024
Added 331.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
40,252
shares
|
$886,349
0.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
37,949
shares
|
$835,636
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
37,869
shares
|
$833,875
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
37,547
shares
|
$826,784
0.45% of portfolio
|
Q4 2024
Added 42.53%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
37,302
shares
|
$821,390
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
36,883
shares
|
$812,163
0.0% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,958
shares
|
$791,795
0.07% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,530
shares
|
$716,310
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
31,672
shares
|
$697,417
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
28,472
shares
|
$626,953
0.08% of portfolio
|
Q1 2024
Added 21.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
26,855
shares
|
$591,347
0.11% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
23,179
shares
|
$510,401
0.14% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
21,914
shares
|
$482,546
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
21,228
shares
|
$467,440
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,057
shares
|
$463,675
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
18,905
shares
|
$416,288
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
18,582
shares
|
$409,175
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,316
shares
|
$403,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,242
shares
|
$401,688
0.0% of portfolio
|
Q4 2024
New holding
|