Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI). We have compiled data on the 162 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
301,527
shares
|
$6.61 Million
2.5% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
296,543
shares
|
$6.5 Million
3.46% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
295,567
shares
|
$6.48 Million
0.0% of portfolio
|
Q3 2024
Added 35.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
294,790
shares
|
$6.46 Million
0.2% of portfolio
|
Q3 2024
Added 1171.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
294,427
shares
|
$6.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
272,061
shares
|
$5.96 Million
1.19% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
270,509
shares
|
$5.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 95.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
245,003
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
237,446
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
228,435
shares
|
$5.01 Million
0.04% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
228,248
shares
|
$5 Million
0.37% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
222,608
shares
|
$4.88 Million
2.08% of portfolio
|
Q4 2024
Added 36.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
220,849
shares
|
$4.84 Million
0.05% of portfolio
|
Q4 2024
Added 127.09%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
209,899
shares
|
$4.6 Million
0.16% of portfolio
|
Q4 2024
Added 60.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
205,012
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
192,276
shares
|
$4.21 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
173,136
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
150,180
shares
|
$3.29 Million
0.53% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
140,955
shares
|
$3.09 Million
0.52% of portfolio
|
Q4 2024
Added 182.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
138,815
shares
|
$3.04 Million
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
137,720
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
133,700
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 157.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
114,975
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2024
Added 79.42%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
114,861
shares
|
$2.52 Million
0.18% of portfolio
|
Q4 2024
Added 323.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|