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 120 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $352 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,208
shares
|
$45,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$41,100
0.02% of portfolio
|
Q3 2025
Reduced 52.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,296
shares
|
$26,632
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,280
shares
|
$26,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
1,150
shares
|
$23,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
1,090
shares
|
$22,399
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,070
shares
|
$21,988
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,017
shares
|
$20,899
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
884
shares
|
$18,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
837
shares
|
$17,200
0.0% of portfolio
|
Q4 2025
Added 22.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
661
shares
|
$13,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
659
shares
|
$13,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
617
shares
|
$12,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
517
shares
|
$10,624
0.0% of portfolio
|
Q3 2025
Reduced 99.01%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
334
shares
|
$6,863
0.0% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
304
shares
|
$6,247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
280
shares
|
$5,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
191
shares
|
$3,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|