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 118 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,489
shares
|
$264,384
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
13,320
shares
|
$261,072
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,439
shares
|
$243,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
12,348
shares
|
$242,020
0.07% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
12,160
shares
|
$238,336
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,900
shares
|
$233,240
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
11,761
shares
|
$230,515
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
11,625
shares
|
$227,850
0.01% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11,481
shares
|
$225,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,167
shares
|
$218,873
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,884
shares
|
$213,326
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,187
shares
|
$199,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,085
shares
|
$178,066
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,956
shares
|
$155,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,574
shares
|
$109,250
0.02% of portfolio
|
Q1 2024
Added 24.59%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,210
shares
|
$102,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
4,700
shares
|
$92,120
0.01% of portfolio
|
Q3 2024
Reduced 32.01%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,560
shares
|
$69,776
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
2,542
shares
|
$49,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,445
shares
|
$47,922
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,431
shares
|
$47,647
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,354
shares
|
$46,138
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
2,184
shares
|
$42,806
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,162
shares
|
$42,375
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,844
shares
|
$36,142
0.0% of portfolio
|
Q4 2024
Reduced 39.86%
|