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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
35,791
shares
|
$710,093
0.02% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
35,072
shares
|
$695,828
0.11% of portfolio
|
Q4 2025
Added 35.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
34,376
shares
|
$682,019
0.0% of portfolio
|
Q3 2025
Added 37.87%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
33,563
shares
|
$665,889
0.46% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,755
shares
|
$630,019
0.0% of portfolio
|
Q3 2025
Added 50.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
30,851
shares
|
$612,083
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
30,850
shares
|
$612,064
0.01% of portfolio
|
Q4 2025
Added 47.02%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
30,291
shares
|
$600,973
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,997
shares
|
$535,620
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
26,112
shares
|
$518,062
0.04% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,939
shares
|
$494,789
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,864
shares
|
$473,461
0.0% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
23,283
shares
|
$461,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
22,861
shares
|
$453,562
0.24% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21,027
shares
|
$417,175
0.01% of portfolio
|
Q4 2025
Added 42.73%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
20,055
shares
|
$397,891
0.02% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
19,334
shares
|
$383,586
0.02% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
18,721
shares
|
$371,424
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
18,538
shares
|
$367,793
0.14% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
17,846
shares
|
$354,064
0.03% of portfolio
|
Q4 2025
Added 30.96%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
17,773
shares
|
$352,616
0.21% of portfolio
|
Q3 2025
Reduced 83.39%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,759
shares
|
$352,338
0.09% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
17,617
shares
|
$349,521
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
17,502
shares
|
$347,239
0.21% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
17,422
shares
|
$345,652
0.13% of portfolio
|
Q4 2025
New holding
|
|