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 105 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,989,167
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,078,973
shares
|
$20.8 Million
1.44% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
849,954
shares
|
$16.4 Million
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
665,754
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
546,893
shares
|
$10.5 Million
11.05% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
538,492
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
424,208
shares
|
$8.17 Million
0.54% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
399,627
shares
|
$7.7 Million
0.11% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,832
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
341,765
shares
|
$6.59 Million
0.48% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
306,881
shares
|
$5.91 Million
1.19% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
295,435
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
275,105
shares
|
$5.3 Million
0.61% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
271,767
shares
|
$5.24 Million
0.04% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
253,875
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,581
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
177,745
shares
|
$3.43 Million
0.55% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
153,433
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
150,528
shares
|
$2.9 Million
0.07% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
126,255
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
123,280
shares
|
$2.38 Million
1.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
120,607
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
119,375
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,701
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
108,917
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2024
Added 2.44%
|