Institutional Ownership Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,840
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 11.26%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
108,917
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
104,928
shares
|
$2.02 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,685
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
103,082
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
86,445
shares
|
$1.66 Million
1.17% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
85,440
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
83,897
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
79,437
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
75,770
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 587.88%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
74,821
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
73,722
shares
|
$1.42 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
72,885
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 37.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
68,010
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
65,392
shares
|
$1.26 Million
2.06% of portfolio
|
Q3 2022
Added 290.54%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
59,750
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
59,644
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 78.7%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,284
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,813
shares
|
$918,965
0.04% of portfolio
|
Q4 2024
Added 251.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
44,573
shares
|
$856,693
0.0% of portfolio
|
Q4 2024
Added 91.87%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
43,975
shares
|
$845,199
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
41,549
shares
|
$798,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,299
shares
|
$793,766
0.0% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
40,547
shares
|
$779,313
0.02% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
39,052
shares
|
$750,579
0.41% of portfolio
|
Q4 2024
Added 6.84%
|