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 125 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
44,999
shares
|
$894,580
0.32% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
44,085
shares
|
$876,409
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
43,583
shares
|
$866,430
0.03% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
43,282
shares
|
$860,446
0.07% of portfolio
|
Q1 2025
Added 100555.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
43,073
shares
|
$856,291
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,912
shares
|
$853,090
0.0% of portfolio
|
Q1 2025
Added 46.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,299
shares
|
$821,024
0.0% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
39,052
shares
|
$776,353
0.43% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
38,811
shares
|
$771,562
0.01% of portfolio
|
Q1 2025
Added 119.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
38,473
shares
|
$764,843
0.01% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38,176
shares
|
$758,938
0.08% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
36,551
shares
|
$726,633
0.02% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,004
shares
|
$675,999
0.0% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
32,425
shares
|
$644,609
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$602,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,418
shares
|
$584,829
0.0% of portfolio
|
Q4 2024
Added 30.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,391
shares
|
$584,293
0.0% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
26,997
shares
|
$536,700
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,380
shares
|
$504,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
24,663
shares
|
$490,300
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,972
shares
|
$476,563
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
22,114
shares
|
$439,626
0.26% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,822
shares
|
$413,941
0.01% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
19,482
shares
|
$387,302
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
19,232
shares
|
$382,332
0.01% of portfolio
|
Q1 2025
Added 67.51%
|