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 159 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
87,123
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
87,123
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
81,888
shares
|
$1.62 Million
0.7% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
79,250
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2025
Added 33.95%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
68,324
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2025
Added 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
68,083
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
67,749
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
65,392
shares
|
$1.3 Million
2.06% of portfolio
|
Q3 2022
Added 290.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
64,339
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
62,699
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
61,018
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
60,423
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 57.18%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
59,102
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
57,294
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 5341.03%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
57,116
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
56,836
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
53,784
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
49,227
shares
|
$976,663
0.03% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
47,196
shares
|
$936,368
0.17% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
43,742
shares
|
$867,841
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
43,300
shares
|
$859,072
0.09% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
43,296
shares
|
$858,992
0.06% of portfolio
|
Q3 2025
Added 1179.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
40,302
shares
|
$799,591
0.38% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
40,063
shares
|
$794,849
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
37,981
shares
|
$753,543
0.0% of portfolio
|
Q3 2025
Added 116.17%
|
|