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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,492
shares
|
$346,246
0.1% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,443
shares
|
$345,151
0.06% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,078
shares
|
$336,993
0.13% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
14,720
shares
|
$328,992
0.15% of portfolio
|
Q2 2025
Added 33.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,653
shares
|
$327,494
0.0% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,500
shares
|
$324,075
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
13,885
shares
|
$310,329
0.03% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,632
shares
|
$304,675
0.12% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,575
shares
|
$303,401
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
13,501
shares
|
$301,747
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
13,081
shares
|
$292,360
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,055
shares
|
$291,779
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,003
shares
|
$290,617
0.0% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,599
shares
|
$281,587
0.0% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
12,525
shares
|
$279,933
0.04% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
12,499
shares
|
$279,352
0.1% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,461
shares
|
$278,503
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
11,981
shares
|
$267,775
0.17% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
11,645
shares
|
$260,265
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,628
shares
|
$259,885
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,520
shares
|
$257,472
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
11,498
shares
|
$256,980
0.09% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,430
shares
|
$255,460
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
11,387
shares
|
$254,499
0.05% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,265
shares
|
$251,772
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|