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 |
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
7,935
shares
|
$157,747
0.03% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,133
shares
|
$121,924
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,574
shares
|
$110,811
0.02% of portfolio
|
Q1 2024
Added 24.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,349
shares
|
$86,458
0.02% of portfolio
|
Q1 2025
Added 78.9%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,745
shares
|
$74,450
0.05% of portfolio
|
Q1 2025
Added 73.22%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,560
shares
|
$70,772
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,978
shares
|
$59,202
0.0% of portfolio
|
Q1 2025
Added 713.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,542
shares
|
$50,534
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,354
shares
|
$46,797
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
2,184
shares
|
$43,417
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,080
shares
|
$41,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,947
shares
|
$38,706
0.0% of portfolio
|
Q1 2025
Added 52.23%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,850
shares
|
$36,778
0.02% of portfolio
|
Q1 2025
Added 362.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,623
shares
|
$32,265
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,200
shares
|
$23,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,095
shares
|
$21,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,053
shares
|
$20,933
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
938
shares
|
$18,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
902
shares
|
$17,931
0.0% of portfolio
|
Q4 2024
Added 43.86%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
840
shares
|
$16,699
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
519
shares
|
$10,317
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
408
shares
|
$8,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
259
shares
|
$5,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
196
shares
|
$3,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
71
shares
|
$1,411
0.0% of portfolio
|
Q1 2024
New holding
|