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 |
|---|---|---|---|---|---|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
16,339
shares
|
$365,176
0.02% of portfolio
|
Q3 2025
Added 60.11%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
16,053
shares
|
$358,784
0.21% of portfolio
|
Q3 2025
Reduced 83.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
15,971
shares
|
$356,951
0.0% of portfolio
|
Q4 2025
Added 26.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,586
shares
|
$348,347
0.01% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,492
shares
|
$346,246
0.1% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,443
shares
|
$345,151
0.06% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
15,387
shares
|
$343,899
0.13% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
15,100
shares
|
$337,485
0.05% of portfolio
|
Q4 2025
Reduced 8.35%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
14,720
shares
|
$328,992
0.15% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,653
shares
|
$327,494
0.0% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,500
shares
|
$324,075
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
13,885
shares
|
$310,329
0.03% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,632
shares
|
$304,675
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,575
shares
|
$303,401
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
13,501
shares
|
$301,747
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
13,081
shares
|
$292,360
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$291,779
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,003
shares
|
$290,617
0.0% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
12,621
shares
|
$282,079
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
12,525
shares
|
$279,933
0.04% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,461
shares
|
$278,503
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
11,981
shares
|
$267,775
0.17% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,628
shares
|
$259,885
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,520
shares
|
$257,472
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
11,498
shares
|
$256,980
0.09% of portfolio
|
Q4 2025
Reduced 1.76%
|
|