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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
14,865
shares
|
$325,840
0.14% of portfolio
|
Q4 2024
Added 53.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,673
shares
|
$321,632
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,386
shares
|
$315,341
0.0% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
14,350
shares
|
$314,552
0.13% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,127
shares
|
$309,663
0.1% of portfolio
|
Q4 2024
Added 41.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
14,028
shares
|
$307,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,800
shares
|
$302,496
0.07% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
13,794
shares
|
$302,364
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,413
shares
|
$294,012
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
13,392
shares
|
$293,552
0.1% of portfolio
|
Q3 2024
Added 30.17%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
13,205
shares
|
$289,453
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$286,165
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
13,027
shares
|
$285,551
0.03% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,008
shares
|
$285,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,888
shares
|
$282,504
0.14% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,030
shares
|
$263,697
0.02% of portfolio
|
Q4 2024
Reduced 73.72%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,430
shares
|
$250,545
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
10,970
shares
|
$240,462
0.13% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,524
shares
|
$230,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
10,484
shares
|
$229,809
0.15% of portfolio
|
Q4 2024
Reduced 57.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,039
shares
|
$220,054
0.02% of portfolio
|
Q4 2024
Added 77.56%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
9,892
shares
|
$216,832
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,827
shares
|
$215,407
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,697
shares
|
$212,558
0.0% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
9,395
shares
|
$205,938
0.11% of portfolio
|
Q4 2024
Added 36.28%
|