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 8.6 Million shares, which have been reported (via 13F filing form) to have a value of $171 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
|
$32.9 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
|
$32.5 Million
0.18% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
558,632
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
490,194
shares
|
$9.75 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
371,858
shares
|
$7.4 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
|
$6.41 Million
0.2% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
277,936
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
262,897
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Added 300.74%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
249,300
shares
|
$4.96 Million
0.82% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
211,658
shares
|
$4.21 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
187,895
shares
|
$3.74 Million
0.04% of portfolio
|
Q4 2024
Added 549.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
169,013
shares
|
$3.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
149,121
shares
|
$2.97 Million
1.63% of portfolio
|
Q4 2024
Added 39.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
147,534
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
125,213
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,166
shares
|
$2.43 Million
0.49% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
119,208
shares
|
$2.37 Million
1.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
113,716
shares
|
$2.26 Million
0.36% of portfolio
|
Q4 2024
Added 57.07%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
104,025
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
96,772
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
86,606
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 1345.12%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
85,287
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,208
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,219
shares
|
$1.62 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
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
New holding
|