Institutional Ownership Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,908,348
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,019,736
shares
|
$19.9 Million
1.41% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$16.6 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
628,489
shares
|
$12.3 Million
0.0% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
541,687
shares
|
$10.6 Million
10.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
520,967
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2024
Added 6.2%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
406,830
shares
|
$7.94 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
370,367
shares
|
$7.23 Million
0.51% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
325,887
shares
|
$6.36 Million
0.49% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
306,881
shares
|
$5.99 Million
1.19% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
279,908
shares
|
$5.46 Million
0.0% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
269,679
shares
|
$5.26 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
254,231
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
173,833
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2024
Added 14.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
156,037
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
134,160
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2024
Added 124.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
131,337
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 31, 2024 Q2 2024 |
130,482
shares
|
$2.55 Million
0.45% of portfolio
|
Q2 2024
Added 19.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
125,673
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
119,729
shares
|
$2.34 Million
0.98% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
118,050
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
112,403
shares
|
$2.19 Million
0.11% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
109,676
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
106,326
shares
|
$2.08 Million
0.15% of portfolio
|
Q3 2024
Added 1.37%
|