IBTI Institutional Ownership
iShares iBonds Dec 2028 Term Treasury ETF
1W: +0.1%
1M: -0.6%
3M: -1.0%
YTD: -1.7%
1Y: -1.3%
3Y: +11.5%
5Y: -2.0%
$21.87
-0.01 (-0.05%)
Weekly Expected Move ±0.2%
$22
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTI
273
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
147
Increased
60
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (287 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,471,206 | $76M | +52,489 | +1.5% | 17Q | SEC ↗ |
| 2 | Focus Partners Wealth | 3,426,968 | $75M | +5,523 | +0.2% | 9Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,057,130 | $67M | +330,794 | +12.1% | 15Q | SEC ↗ |
| 4 | Stratos Wealth Advisors, LLC | 2,769,082 | $61M | +2,739,342 | +9211.0% | 2Q | SEC ↗ |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 2,638,111 | $58M | +232,600 | +9.7% | 10Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,914,158 | $42M | -1,125,010 | -37.0% | 15Q | SEC ↗ |
| 7 | Arax Advisory Partners NEW | 1,889,290 | $41M | — | +0.0% | 1Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,822,459 | $40M | -125,162 | -6.4% | 7Q | SEC ↗ |
| 9 | BAILARD, INC. | 1,439,724 | $31M | +77,771 | +5.7% | 2Q | SEC ↗ |
| 10 | UBS Group AG | 1,381,039 | $30M | -29,336 | -2.1% | 15Q | SEC ↗ |
| 11 | Brookstone Capital Management | 1,373,314 | $30M | +18,398 | +1.4% | 3Q | SEC ↗ |
| 12 | Financial Advisory Corp | 1,347,199 | $29M | +112,581 | +9.1% | 6Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,340,234 | $29M | +69,857 | +5.5% | 14Q | SEC ↗ |
| 14 | Heartwood Wealth Advisors LLC | 1,306,170 | $29M | +14,279 | +1.1% | 2Q | SEC ↗ |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,264,630 | $28M | +82,996 | +7.0% | 10Q | SEC ↗ |
| 16 | Asset Advisors Investment Management, | 1,215,509 | $27M | +2,264 | +0.2% | 7Q | SEC ↗ |
| 17 | BlackRock, Inc. | 1,194,096 | $26M | +516,561 | +76.2% | 7Q | SEC ↗ |
| 18 | HM PAYSON & CO | 1,184,748 | $26M | +136,887 | +13.1% | 10Q | SEC ↗ |
| 19 | LPL Financial LLC | 1,110,186 | $24M | +69,195 | +6.6% | 13Q | SEC ↗ |
| 20 | Stratos Wealth Partners, LTD. | 1,039,854 | $23M | +26,051 | +2.6% | 14Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC | 966,839 | $21M | +156,891 | +19.4% | 13Q | SEC ↗ |
| 22 | ATWOOD & PALMER INC | 959,379 | $21M | +15,969 | +1.7% | 12Q | SEC ↗ |
| 23 | Horizon Advisory Services, Inc. | 922,765 | $20M | +21,544 | +2.4% | 10Q | SEC ↗ |
| 24 | Journey Advisory Group, LLC | 878,742 | $19M | +8,322 | +1.0% | 11Q | SEC ↗ |
| 25 | MKT Advisors LLC | 841,610 | $18M | +38,797 | +4.8% | 11Q | SEC ↗ |
| 26 | Baltimore-Washington Financial Advisor | 829,783 | $18M | +38,057 | +4.8% | 8Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 804,732 | $18M | +1,882 | +0.2% | 12Q | SEC ↗ |
| 28 | OneAscent Financial Services LLC | 775,624 | $17M | +19,864 | +2.6% | 2Q | SEC ↗ |
| 29 | CWM, LLC | 750,303 | $16M | +44,750 | +6.3% | 12Q | SEC ↗ |
| 30 | Denver PWM, LLC | 734,257 | $16M | +68,670 | +10.3% | 9Q | SEC ↗ |
| 31 | MOSELEY INVESTMENT MANAGEMENT INC | 720,119 | $16M | +15,923 | +2.3% | 11Q | SEC ↗ |
| 32 | Krilogy Financial LLC | 642,965 | $14M | +44,049 | +7.4% | 18Q | SEC ↗ |
| 33 | Legacy Private Trust Co. | 580,762 | $13M | +32,673 | +6.0% | 10Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 557,388 | $12M | +2,487 | +0.4% | 26Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 547,014 | $12M | -28,040 | -4.9% | 14Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 541,584 | $12M | -399,092 | -42.4% | 14Q | SEC ↗ |
| 37 | Scissortail Wealth Management, LLC | 526,299 | $12M | +8,106 | +1.6% | 11Q | SEC ↗ |
| 38 | Trust Co | 511,055 | $11M | +2,091 | +0.4% | 11Q | SEC ↗ |
| 39 | Wealth Management Strategies, Inc. | 506,332 | $11M | +30,753 | +6.5% | 7Q | SEC ↗ |
| 40 | SHELTON WEALTH MANAGEMENT, LLC | 490,978 | $11M | +32,546 | +7.1% | 11Q | SEC ↗ |
| 41 | BIP Wealth, LLC | 488,074 | $11M | +258,120 | +112.2% | 3Q | SEC ↗ |
| 42 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 467,062 | $10M | +79,241 | +20.4% | 11Q | SEC ↗ |
| 43 | Carmel Capital Partners, LLC | 453,564 | $10M | +162,479 | +55.8% | 10Q | SEC ↗ |
| 44 | EIGHT 31 FINANCIAL, LLC | 428,466 | $9M | +11,293 | +2.7% | 6Q | SEC ↗ |
| 45 | MV CAPITAL MANAGEMENT, INC. | 424,248 | $9M | +6,392 | +1.5% | 11Q | SEC ↗ |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 399,155 | $9M | +74,848 | +23.1% | 14Q | SEC ↗ |
| 47 | TITLEIST ASSET MANAGEMENT, LLC | 398,119 | $9M | -160,726 | -28.8% | 6Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 392,340 | $9M | +42,344 | +12.1% | 15Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 391,165 | $9M | +6,128 | +1.6% | 16Q | SEC ↗ |
| 50 | Snowden Capital Advisors LLC | 378,862 | $8M | -3,538 | -0.9% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 1,889,290 | $41M |
| Global Retirement Partners, LLC | 213,171 | $5M |
| Astra Wealth Partners LLC | 113,992 | $2M |
| PFG Advisors | 60,134 | $1M |
| NewSquare Capital LLC | 52,397 | $1M |
| Matthew Goff Investment Advisor, LL | 47,960 | $1M |
| Single Point Partners, LLC | 14,996 | $328K |
| Community Financial Services Group, | 14,992 | $328K |
| McGuire Investment Group, LLC | 12,704 | $278K |
| MILESTONE ASSET MANAGEMENT, LLC | 12,570 | $275K |
| Vestmark Advisory Solutions, Inc. | 11,656 | $255K |
| Commonwealth Financial Services, LL | 11,222 | $245K |
| MLP3, LLC | 10,988 | $240K |
| Visionary Wealth Advisors | 10,921 | $239K |
| XY Planning Network, Inc. | 10,628 | $232K |
| Alessandra Capital Management, LLC | 10,600 | $232K |
| SageView Advisory Group, LLC | 10,154 | $222K |
| MATHER GROUP, LLC. | 7,639 | $167K |
| FIDUCIARY FINANCIAL ADVISORS | 7,199 | $157K |
| Key Financial Inc | 4,885 | $107K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Collaborative Fund Advisors, LLC | 143,997 | $3M |
| Tower Research Capital LLC (TRC) | 103,375 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 40,041 | $876K |
| EVEXIA WEALTH LLC | 25,387 | $555K |
| Eldridge Investment Advisors, Inc. | 21,867 | $478K |
| JANE STREET GROUP, LLC | 19,907 | $435K |
| Quantinno Capital Management LP | 18,144 | $397K |
| STAR Financial Bank | 15,451 | $338K |
| TOWER BRIDGE ADVISORS | 13,475 | $295K |
| RFP Financial Group LLC | 11,663 | $255K |
| FLOW TRADERS U.S. LLC | 9,942 | $217K |
| Cyr Financial Inc. | 9,485 | $207K |
| PRIVATE MANAGEMENT GROUP INC | 9,013 | $197K |
| Laurel Wealth Advisors LLC | 1,950 | $43K |
| Kohmann Bosshard Financial Services | 1,766 | $39K |
| Ascentis Independent Advisors | 1,500 | $33K |
| Clayton Financial Group LLC | 1,045 | $23K |
| EASTERN BANK | 950 | $21K |
| HAZLETT, BURT & WATSON, INC. | 796 | $17K |
| Root Financial Partners, LLC | 573 | $13K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Stratos Wealth Advisors, LLC | +2,739,342 | +9211.0% | 2,769,082 |
| BlackRock, Inc. | +516,561 | +76.2% | 1,194,096 |
| BANK OF AMERICA CORP /DE | +330,794 | +12.1% | 3,057,130 |
| BIP Wealth, LLC | +258,120 | +112.2% | 488,074 |
| MERCER GLOBAL ADVISORS INC /ADV | +232,600 | +9.7% | 2,638,111 |
| Atlantic Private Wealth, LLC | +164,187 | +15548.0% | 165,243 |
| Carmel Capital Partners, LLC | +162,479 | +55.8% | 453,564 |
| Integrated Wealth Concepts LLC | +156,891 | +19.4% | 966,839 |
| HM PAYSON & CO | +136,887 | +13.1% | 1,184,748 |
| Old Port Advisors | +116,239 | +76.0% | 269,246 |
| Financial Advisory Corp | +112,581 | +9.1% | 1,347,199 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +82,996 | +7.0% | 1,264,630 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +79,241 | +20.4% | 467,062 |
| BAILARD, INC. | +77,771 | +5.7% | 1,439,724 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +74,848 | +23.1% | 399,155 |
| ENVESTNET ASSET MANAGEMENT INC | +69,857 | +5.5% | 1,340,234 |
| LPL Financial LLC | +69,195 | +6.6% | 1,110,186 |
| Denver PWM, LLC | +68,670 | +10.3% | 734,257 |
| MORGAN STANLEY | +52,489 | +1.5% | 3,471,206 |
| CWM, LLC | +44,750 | +6.3% | 750,303 |