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 114 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $338 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
32,484
shares
|
$667,546
0.01% of portfolio
|
Q2 2025
Added 155.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,019
shares
|
$657,990
0.01% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
31,882
shares
|
$655,175
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,115
shares
|
$598,313
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,193
shares
|
$579,366
0.0% of portfolio
|
Q3 2025
Added 235.35%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
27,650
shares
|
$568,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,181
shares
|
$538,019
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
26,108
shares
|
$536,519
0.37% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
25,093
shares
|
$515,661
0.01% of portfolio
|
Q3 2025
Reduced 72.27%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,078
shares
|
$494,802
0.0% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
24,034
shares
|
$493,898
0.06% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
23,637
shares
|
$485,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
21,533
shares
|
$442,503
0.26% of portfolio
|
Q3 2025
Reduced 79.09%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
21,495
shares
|
$441,722
0.02% of portfolio
|
Q3 2025
Added 69.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
21,366
shares
|
$439,071
0.02% of portfolio
|
Q3 2025
Added 34.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,014
shares
|
$431,837
0.01% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
20,416
shares
|
$419,548
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,730
shares
|
$405,451
0.01% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
18,625
shares
|
$382,743
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,903
shares
|
$367,906
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
17,063
shares
|
$350,644
0.01% of portfolio
|
Q2 2025
Reduced 49.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
15,533
shares
|
$319,203
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,002
shares
|
$308,291
0.0% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
14,700
shares
|
$302,085
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
14,470
shares
|
$297,358
0.11% of portfolio
|
Q2 2025
New holding
|
|