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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
52,437
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
50,686
shares
|
$1.13 Million
0.75% of portfolio
|
Q4 2025
Added 1421.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
49,133
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 57.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
48,390
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
46,646
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 284.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,343
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
42,377
shares
|
$947,125
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
41,243
shares
|
$921,781
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$894,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
39,776
shares
|
$888,993
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
38,807
shares
|
$867,336
0.37% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
37,300
shares
|
$833,655
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,110
shares
|
$829,408
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
35,008
shares
|
$782,428
0.07% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
32,306
shares
|
$722,039
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
30,725
shares
|
$686,703
0.5% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
28,488
shares
|
$636,706
0.25% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
28,191
shares
|
$630,068
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
27,964
shares
|
$624,995
0.01% of portfolio
|
Q4 2025
Added 31.61%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
26,806
shares
|
$599,114
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,973
shares
|
$580,496
0.03% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
25,735
shares
|
$575,177
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
25,288
shares
|
$565,186
0.1% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
24,643
shares
|
$550,771
0.15% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
24,027
shares
|
$537,003
0.24% of portfolio
|
Q3 2025
Reduced 19.03%
|
|