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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
8,334
shares
|
$165,346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,935
shares
|
$157,430
0.02% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
6,588
shares
|
$130,705
0.04% of portfolio
|
Q3 2025
Added 58.25%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,574
shares
|
$110,588
0.02% of portfolio
|
Q1 2024
Added 24.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,963
shares
|
$98,465
0.02% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,937
shares
|
$97,950
0.04% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
4,116
shares
|
$81,661
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
4,048
shares
|
$80,312
0.0% of portfolio
|
Q3 2025
Added 450.75%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,560
shares
|
$70,630
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,360
shares
|
$66,662
0.0% of portfolio
|
Q2 2025
Added 61.54%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
3,134
shares
|
$62,178
0.03% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,542
shares
|
$50,433
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,241
shares
|
$44,461
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
2,078
shares
|
$41,227
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,057
shares
|
$40,810
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,661
shares
|
$32,954
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$29,442
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$21,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
1,007
shares
|
$19,978
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
911
shares
|
$18,074
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
883
shares
|
$17,518
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
867
shares
|
$17,201
0.01% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
849
shares
|
$16,844
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
752
shares
|
$14,919
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
558
shares
|
$11,070
0.0% of portfolio
|
Q3 2025
New holding
|
|