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 99 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,997
shares
|
$518,342
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
26,534
shares
|
$509,452
0.01% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
25,470
shares
|
$489,024
0.06% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,796
shares
|
$456,883
0.0% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
23,231
shares
|
$446,035
0.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
22,458
shares
|
$431,193
0.0% of portfolio
|
Q3 2024
Added 41.74%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,611
shares
|
$414,931
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
18,477
shares
|
$354,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,705
shares
|
$339,936
0.01% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
17,375
shares
|
$333,600
0.22% of portfolio
|
Q4 2024
Reduced 25.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,358
shares
|
$333,273
0.0% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,689
shares
|
$320,428
0.0% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,229
shares
|
$292,396
0.03% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
14,350
shares
|
$275,520
0.03% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,612
shares
|
$261,350
0.01% of portfolio
|
Q3 2024
Reduced 87.89%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,512
shares
|
$259,430
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,489
shares
|
$258,988
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
13,320
shares
|
$255,744
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
13,255
shares
|
$254,496
0.14% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
12,348
shares
|
$237,081
0.07% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
11,625
shares
|
$223,200
0.01% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,167
shares
|
$214,406
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,015
shares
|
$211,488
0.0% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,900
shares
|
$209,280
0.0% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,074
shares
|
$174,220
0.0% of portfolio
|
Q3 2024
Added 844.22%
|