Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 9.75 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,979,868
shares
|
$45.6 Million
3.26% of portfolio
|
Q1 2025
Added 22.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,594,894
shares
|
$36.7 Million
0.01% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
937,088
shares
|
$21.6 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
835,241
shares
|
$19.2 Million
0.12% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
426,353
shares
|
$9.82 Million
0.15% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
374,302
shares
|
$8.62 Million
0.0% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.55 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
343,148
shares
|
$7.91 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
330,349
shares
|
$7.61 Million
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
207,049
shares
|
$4.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
173,840
shares
|
$4.01 Million
0.52% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
159,829
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
158,931
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
138,562
shares
|
$3.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
134,584
shares
|
$3.1 Million
1.13% of portfolio
|
Q1 2025
Added 26.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
131,375
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
117,409
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
112,713
shares
|
$2.6 Million
1.91% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
108,982
shares
|
$2.51 Million
0.5% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
97,270
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
90,900
shares
|
$2.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
74,197
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,298
shares
|
$1.55 Million
0.06% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,506
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,971
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 9.52%
|