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 |
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,070
shares
|
$359,231
0.03% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
17,681
shares
|
$351,498
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,764
shares
|
$333,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
15,941
shares
|
$316,907
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
15,880
shares
|
$315,694
0.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
14,881
shares
|
$295,834
0.09% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,350
shares
|
$285,278
0.04% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
14,194
shares
|
$282,176
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,813
shares
|
$274,602
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,637
shares
|
$271,103
0.0% of portfolio
|
Q1 2025
Added 50.1%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
13,526
shares
|
$268,896
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,239
shares
|
$263,191
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
13,060
shares
|
$259,632
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,439
shares
|
$247,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
12,348
shares
|
$245,478
0.07% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
12,160
shares
|
$241,740
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,900
shares
|
$236,572
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,773
shares
|
$234,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
11,611
shares
|
$230,826
0.1% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
11,167
shares
|
$221,999
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,884
shares
|
$216,373
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,187
shares
|
$202,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
9,125
shares
|
$181,405
0.01% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,083
shares
|
$160,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,956
shares
|
$158,165
0.01% of portfolio
|
Q4 2024
New holding
|