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 172 institutions that hold shares in the stock, with a total of 33 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
138,815
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
126,019
shares
|
$2.79 Million
0.17% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
114,901
shares
|
$2.54 Million
0.03% of portfolio
|
Q4 2024
Added 57.09%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
114,861
shares
|
$2.54 Million
0.18% of portfolio
|
Q4 2024
Added 323.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,704
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
109,239
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
108,542
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
108,180
shares
|
$2.39 Million
1.04% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
108,069
shares
|
$2.39 Million
0.05% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
104,993
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 581.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
104,853
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
104,117
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
95,851
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
89,192
shares
|
$1.97 Million
0.13% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
88,260
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2024
Added 176.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
87,232
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
84,429
shares
|
$1.87 Million
1.33% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
80,568
shares
|
$1.78 Million
0.88% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
71,016
shares
|
$1.57 Million
1.34% of portfolio
|
Q4 2024
Added 41.67%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
70,807
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 148.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
68,021
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
65,373
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 91.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
62,908
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 157.19%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
62,555
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
59,128
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 4.83%
|