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 220 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $938 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
48,390
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
46,646
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 284.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,343
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
42,377
shares
|
$947,125
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
41,243
shares
|
$921,781
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$894,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
39,776
shares
|
$888,993
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
38,807
shares
|
$867,336
0.37% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
37,300
shares
|
$833,655
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,110
shares
|
$829,408
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
34,861
shares
|
$779,143
0.07% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
32,306
shares
|
$722,039
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
30,342
shares
|
$678,143
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
28,488
shares
|
$636,706
0.25% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
26,806
shares
|
$599,114
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,973
shares
|
$580,496
0.03% of portfolio
|
Q3 2025
Added 20.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
25,735
shares
|
$575,177
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
25,288
shares
|
$565,186
0.1% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
24,643
shares
|
$550,771
0.15% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
24,027
shares
|
$537,003
0.24% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
23,928
shares
|
$534,790
0.18% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
23,796
shares
|
$531,840
0.14% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
23,447
shares
|
$524,040
0.16% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
23,076
shares
|
$515,748
0.51% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
22,903
shares
|
$511,882
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|