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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
13,311
shares
|
$273,541
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,221
shares
|
$271,691
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
13,196
shares
|
$271,177
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,611
shares
|
$259,156
0.07% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
12,414
shares
|
$255,107
0.14% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,377
shares
|
$254,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,489
shares
|
$236,098
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,251
shares
|
$231,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
11,030
shares
|
$226,666
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,732
shares
|
$220,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
9,822
shares
|
$201,842
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,369
shares
|
$171,982
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7,585
shares
|
$155,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
6,598
shares
|
$135,588
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$108,462
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
5,090
shares
|
$104,599
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5,020
shares
|
$103,161
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
4,230
shares
|
$86,926
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,918
shares
|
$80,514
0.02% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,896
shares
|
$59,512
0.0% of portfolio
|
Q3 2025
Added 52.9%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,454
shares
|
$50,429
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
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
|
|