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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
38,473
shares
|
$739,451
0.01% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
38,176
shares
|
$733,742
0.08% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
35,635
shares
|
$684,904
0.11% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
32,925
shares
|
$632,818
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
32,834
shares
|
$631,069
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
32,425
shares
|
$623,208
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$582,193
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,418
shares
|
$565,413
0.0% of portfolio
|
Q4 2024
Added 30.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,322
shares
|
$563,568
0.0% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,344
shares
|
$544,771
0.0% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
26,997
shares
|
$518,882
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,884
shares
|
$459,050
0.0% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,796
shares
|
$457,359
0.0% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
20,459
shares
|
$393,221
0.23% of portfolio
|
Q4 2024
Added 129.18%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,477
shares
|
$355,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,070
shares
|
$347,305
0.03% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,705
shares
|
$340,290
0.01% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
17,681
shares
|
$339,828
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
17,375
shares
|
$333,947
0.22% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,280
shares
|
$293,681
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,350
shares
|
$275,807
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
14,194
shares
|
$272,808
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,489
shares
|
$259,258
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
13,320
shares
|
$256,010
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
13,255
shares
|
$254,761
0.14% of portfolio
|
Q3 2024
Reduced 7.39%
|