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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10,195
shares
|
$224,493
0.0% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,039
shares
|
$221,058
0.02% of portfolio
|
Q4 2024
Added 77.56%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
9,892
shares
|
$217,821
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,827
shares
|
$216,390
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
9,601
shares
|
$211,414
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
9,395
shares
|
$206,877
0.11% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,600
shares
|
$167,352
0.01% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
7,150
shares
|
$157,443
0.1% of portfolio
|
Q4 2024
Reduced 62.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,063
shares
|
$155,527
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
6,230
shares
|
$137,184
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,154
shares
|
$135,511
0.01% of portfolio
|
Q4 2024
Reduced 93.14%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,195
shares
|
$114,393
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
4,504
shares
|
$99,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,451
shares
|
$98,011
0.0% of portfolio
|
Q4 2024
Added 469.18%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,354
shares
|
$73,855
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
3,255
shares
|
$71,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,091
shares
|
$68,063
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
3,050
shares
|
$67,161
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,746
shares
|
$60,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,331
shares
|
$51,328
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,259
shares
|
$49,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,255
shares
|
$49,655
0.03% of portfolio
|
Q4 2024
Added 69.55%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,150
shares
|
$47,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,080
shares
|
$45,801
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,913
shares
|
$42,124
0.03% of portfolio
|
Q4 2024
New holding
|