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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,256,573
shares
|
$46.4 Million
0.01% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,927,530
shares
|
$39.6 Million
4.82% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,821,114
shares
|
$37.4 Million
0.16% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
806,394
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
720,725
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Added 76.49%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
649,017
shares
|
$13.3 Million
0.55% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
542,072
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2025
Added 9036.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
495,443
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Added 40.17%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
407,003
shares
|
$8.36 Million
1.42% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
399,501
shares
|
$8.21 Million
0.06% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
380,514
shares
|
$7.82 Million
0.22% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
356,071
shares
|
$7.32 Million
2.06% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
297,157
shares
|
$6.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
292,449
shares
|
$6.01 Million
2.64% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
288,844
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
266,747
shares
|
$5.48 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
263,255
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
256,227
shares
|
$5.27 Million
2.19% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
245,176
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2025
Added 53.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
224,705
shares
|
$4.62 Million
0.03% of portfolio
|
Q3 2025
Added 64.49%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
220,966
shares
|
$4.54 Million
2.15% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
193,708
shares
|
$3.98 Million
0.51% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
163,666
shares
|
$3.36 Million
1.08% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
152,981
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
148,559
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2025
Added 6.13%
|
|