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 82 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,118,382
shares
|
$43 Million
0.01% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,747,603
shares
|
$35.4 Million
0.19% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
631,691
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
576,391
shares
|
$11.7 Million
0.84% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
517,042
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 96.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
372,626
shares
|
$7.56 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
341,517
shares
|
$6.93 Million
0.22% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
306,939
shares
|
$6.22 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
280,989
shares
|
$5.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
278,941
shares
|
$5.66 Million
0.07% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
249,300
shares
|
$5.06 Million
0.82% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
210,271
shares
|
$4.26 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
168,192
shares
|
$3.41 Million
0.0% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
150,800
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 76.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
150,635
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
149,121
shares
|
$3.02 Million
1.63% of portfolio
|
Q4 2024
Added 39.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
146,850
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
137,393
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Added 41.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
122,166
shares
|
$2.48 Million
0.49% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
120,678
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2025
Added 6691.11%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
119,208
shares
|
$2.42 Million
1.04% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
113,716
shares
|
$2.31 Million
0.36% of portfolio
|
Q4 2024
Added 57.07%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
104,025
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
92,741
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
86,606
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Added 1345.12%
|