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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
44,583
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
43,321
shares
|
$985,119
0.0% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,908
shares
|
$975,727
0.0% of portfolio
|
Q4 2024
Reduced 42.29%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
40,203
shares
|
$914,216
0.56% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
36,826
shares
|
$837,423
0.16% of portfolio
|
Q1 2024
Added 26.38%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
36,602
shares
|
$832,329
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,059
shares
|
$797,241
0.0% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
33,029
shares
|
$751,079
0.04% of portfolio
|
Q4 2024
Added 63.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
21,971
shares
|
$499,620
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
21,516
shares
|
$489,273
0.01% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,297
shares
|
$484,293
0.0% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,000
shares
|
$477,539
0.0% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
20,025
shares
|
$455,368
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
18,036
shares
|
$410,138
0.01% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
16,801
shares
|
$382,054
0.0% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
15,865
shares
|
$360,770
0.23% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,438
shares
|
$351,060
0.03% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,241
shares
|
$346,580
0.0% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,745
shares
|
$312,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10,920
shares
|
$248,320
0.14% of portfolio
|
Q4 2024
Added 759.84%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,223
shares
|
$232,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,466
shares
|
$215,256
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,670
shares
|
$151,675
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6,387
shares
|
$145,240
0.0% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
4,679
shares
|
$106,400
0.01% of portfolio
|
Q3 2024
Added 7.12%
|