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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
16,966
shares
|
$336,605
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,339
shares
|
$324,165
0.01% of portfolio
|
Q3 2025
Added 26.27%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
16,239
shares
|
$322,181
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
15,941
shares
|
$316,269
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,567
shares
|
$308,849
0.0% of portfolio
|
Q3 2025
Added 30.18%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
15,517
shares
|
$307,857
0.09% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$297,600
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,739
shares
|
$292,421
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
14,350
shares
|
$284,704
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
14,131
shares
|
$280,359
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,813
shares
|
$274,049
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
13,666
shares
|
$271,133
0.02% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
13,530
shares
|
$268,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,406
shares
|
$265,975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
13,060
shares
|
$259,110
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,604
shares
|
$250,063
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
12,554
shares
|
$249,071
0.08% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,445
shares
|
$246,908
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
11,403
shares
|
$226,235
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
10,293
shares
|
$204,213
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,204
shares
|
$202,447
0.02% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,172
shares
|
$201,812
0.01% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
10,162
shares
|
$201,614
0.07% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,599
shares
|
$190,444
0.0% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
8,975
shares
|
$178,064
0.03% of portfolio
|
Q4 2025
Added 348.75%
|
|