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 213 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $922 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,099
shares
|
$203,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,090
shares
|
$203,161
0.01% of portfolio
|
Q3 2025
Reduced 23.37%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
5,600
shares
|
$125,160
0.04% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,195
shares
|
$116,108
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
4,971
shares
|
$111,101
0.01% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,466
shares
|
$99,815
0.0% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,218
shares
|
$94,272
0.04% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,117
shares
|
$92,014
0.02% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,360
shares
|
$75,096
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
3,331
shares
|
$74,447
0.05% of portfolio
|
Q3 2025
Added 115.04%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
3,207
shares
|
$71,676
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,050
shares
|
$68,167
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,050
shares
|
$68,167
0.0% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,773
shares
|
$61,976
0.03% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
2,643
shares
|
$59,071
0.03% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,985
shares
|
$44,364
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,825
shares
|
$40,788
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
1,746
shares
|
$39,023
0.02% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,697
shares
|
$37,927
0.0% of portfolio
|
Q3 2025
Reduced 48.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,631
shares
|
$36,452
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,311
shares
|
$29,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,286
shares
|
$28,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,162
shares
|
$25,970
0.0% of portfolio
|
Q2 2025
Reduced 81.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,095
shares
|
$24,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,082
shares
|
$24,182
0.0% of portfolio
|
Q3 2025
Reduced 52.67%
|
|