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 73 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,653,690
shares
|
$32.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,635,992
shares
|
$32.3 Million
0.18% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
558,632
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
514,400
shares
|
$10.1 Million
0.8% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
371,858
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
322,194
shares
|
$6.36 Million
0.2% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
277,936
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
262,897
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 300.74%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
218,518
shares
|
$4.31 Million
0.8% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
211,658
shares
|
$4.18 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
169,013
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
147,534
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
125,213
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,166
shares
|
$2.41 Million
0.49% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
117,717
shares
|
$2.32 Million
1.05% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
106,781
shares
|
$2.11 Million
1.34% of portfolio
|
Q3 2024
Added 52.45%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
101,519
shares
|
$2 Million
0.14% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
96,772
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,208
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,219
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
75,753
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
72,399
shares
|
$1.43 Million
0.24% of portfolio
|
Q3 2024
Added 307.17%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
69,665
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
49,601
shares
|
$978,627
0.07% of portfolio
|
Q3 2024
Added 98.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
48,871
shares
|
$964,224
0.01% of portfolio
|
Q3 2024
Added 12.46%
|