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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,419
shares
|
$885,984
0.02% of portfolio
|
Q4 2024
Added 331.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
40,252
shares
|
$882,323
0.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
37,949
shares
|
$831,842
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
37,547
shares
|
$823,030
0.45% of portfolio
|
Q4 2024
Added 42.53%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
37,302
shares
|
$817,659
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
35,958
shares
|
$788,199
0.07% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,804
shares
|
$762,903
0.04% of portfolio
|
Q3 2024
Reduced 68.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,487
shares
|
$755,955
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,449
shares
|
$755,122
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
34,119
shares
|
$747,888
0.0% of portfolio
|
Q3 2024
Added 68.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
31,672
shares
|
$694,250
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
28,472
shares
|
$624,106
0.08% of portfolio
|
Q1 2024
Added 21.15%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
26,855
shares
|
$588,661
0.11% of portfolio
|
Q4 2024
Added 50.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
24,460
shares
|
$536,163
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
23,179
shares
|
$508,083
0.14% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
21,914
shares
|
$480,354
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
21,228
shares
|
$465,317
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
19,823
shares
|
$434,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,143
shares
|
$419,614
0.0% of portfolio
|
Q1 2024
Added 21.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,066
shares
|
$417,926
0.0% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,034
shares
|
$395,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
17,835
shares
|
$390,943
0.21% of portfolio
|
Q4 2024
Added 49.07%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
16,072
shares
|
$352,298
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
16,052
shares
|
$351,859
0.03% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
15,078
shares
|
$330,509
0.15% of portfolio
|
Q4 2024
Added 36.12%
|