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 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,620,963
shares
|
$36.9 Million
2.63% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,594,894
shares
|
$36.3 Million
0.01% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
835,241
shares
|
$19 Million
0.12% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
646,713
shares
|
$14.7 Million
0.21% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
426,060
shares
|
$9.69 Million
0.14% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
374,302
shares
|
$8.51 Million
0.0% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.44 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
|
$7.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
327,376
shares
|
$7.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
207,049
shares
|
$4.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
200,014
shares
|
$4.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
173,225
shares
|
$3.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
159,829
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
138,562
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
131,375
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
112,713
shares
|
$2.56 Million
1.91% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
108,982
shares
|
$2.48 Million
0.5% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,259
shares
|
$2.42 Million
1.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
97,270
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 1374.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
96,869
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
92,473
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
74,197
shares
|
$1.69 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
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,971
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,956
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 22.31%
|