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 |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
11,430
shares
|
$255,460
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,179
shares
|
$249,850
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
11,173
shares
|
$249,716
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
11,048
shares
|
$246,922
0.08% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
10,970
shares
|
$245,179
0.12% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
10,823
shares
|
$241,894
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,429
shares
|
$233,088
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,910
shares
|
$221,488
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,781
shares
|
$218,605
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
9,733
shares
|
$217,532
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,601
shares
|
$214,582
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
9,577
shares
|
$214,045
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
9,485
shares
|
$211,989
0.13% of portfolio
|
Q4 2025
Reduced 18.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,099
shares
|
$203,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,090
shares
|
$203,161
0.01% of portfolio
|
Q3 2025
Reduced 23.37%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
5,600
shares
|
$125,160
0.04% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,195
shares
|
$116,108
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
4,971
shares
|
$111,101
0.01% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,466
shares
|
$99,815
0.0% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,218
shares
|
$94,272
0.04% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,117
shares
|
$92,014
0.02% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,360
shares
|
$75,096
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
3,207
shares
|
$71,676
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
3,076
shares
|
$68,748
0.02% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,050
shares
|
$68,167
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|