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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,653
shares
|
$105,809
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
4,539
shares
|
$103,216
0.02% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,470
shares
|
$101,647
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,366
shares
|
$76,542
0.0% of portfolio
|
Q4 2024
Added 1003.61%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$49,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,011
shares
|
$45,730
0.0% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,805
shares
|
$41,045
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,575
shares
|
$35,815
0.0% of portfolio
|
Q4 2024
Reduced 39.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$34,110
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,470
shares
|
$33,427
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,120
shares
|
$25,468
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
907
shares
|
$20,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
900
shares
|
$20,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
758
shares
|
$17,236
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
733
shares
|
$16,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
644
shares
|
$14,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
469
shares
|
$10,665
0.0% of portfolio
|
Q4 2024
Added 50.8%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
269
shares
|
$6,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
202
shares
|
$4,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
84
shares
|
$1,910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|