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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
23,928
shares
|
$534,790
0.18% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
23,796
shares
|
$531,840
0.14% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
23,076
shares
|
$515,748
0.51% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
22,903
shares
|
$511,882
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,797
shares
|
$509,512
0.0% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,593
shares
|
$504,953
0.01% of portfolio
|
Q3 2025
Added 52.08%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
21,967
shares
|
$490,962
0.12% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,939
shares
|
$490,336
0.0% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
21,785
shares
|
$486,894
0.14% of portfolio
|
Q4 2025
Reduced 7.09%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$447,000
0.22% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
19,528
shares
|
$436,450
0.17% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
19,365
shares
|
$432,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
19,209
shares
|
$429,321
0.18% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
18,980
shares
|
$424,203
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
18,728
shares
|
$418,570
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,553
shares
|
$414,659
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
18,462
shares
|
$412,625
0.12% of portfolio
|
Q4 2025
Added 16.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
18,290
shares
|
$408,781
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
18,000
shares
|
$402,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
17,292
shares
|
$386,476
0.01% of portfolio
|
Q3 2025
Added 63.87%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,211
shares
|
$384,665
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,102
shares
|
$382,229
0.0% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
16,915
shares
|
$378,050
0.16% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,569
shares
|
$370,317
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
16,499
shares
|
$368,752
0.0% of portfolio
|
Q3 2025
Added 34.49%
|
|