Institutional Ownership Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 8.52 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
11,557
shares
|
$229,868
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,498
shares
|
$228,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,251
shares
|
$223,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,062
shares
|
$220,023
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,890
shares
|
$216,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,376
shares
|
$206,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
8,372
shares
|
$166,519
0.02% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,723
shares
|
$153,610
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,500
shares
|
$149,175
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$104,979
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,308
shares
|
$65,796
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$58,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,541
shares
|
$50,540
0.0% of portfolio
|
Q1 2024
Reduced 60.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,454
shares
|
$48,810
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,358
shares
|
$46,900
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,264
shares
|
$45,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,208
shares
|
$43,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,280
shares
|
$25,459
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,150
shares
|
$22,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,017
shares
|
$20,228
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
825
shares
|
$16,409
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
751
shares
|
$14,937
0.0% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
578
shares
|
$11,496
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
354
shares
|
$7,041
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
343
shares
|
$6,822
0.0% of portfolio
|
Q4 2024
New holding
|