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 93 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
120,678
shares
|
$2.45 Million
0.06% of portfolio
|
Q1 2025
Added 6691.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
113,948
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Added 651.34%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
102,781
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
94,667
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
94,351
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
90,768
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 175.1%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
85,734
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
79,340
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2025
Added 161.65%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
76,758
shares
|
$1.56 Million
0.11% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
71,694
shares
|
$1.45 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
69,369
shares
|
$1.41 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
65,613
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
61,530
shares
|
$1.25 Million
0.99% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
61,010
shares
|
$1.24 Million
0.91% of portfolio
|
Q1 2025
Added 427.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,369
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
52,237
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,730
shares
|
$866,137
0.0% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
40,293
shares
|
$816,739
0.0% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
38,224
shares
|
$774,800
0.0% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
34,085
shares
|
$690,902
0.01% of portfolio
|
Q1 2025
Added 341.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,154
shares
|
$672,031
0.0% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,852
shares
|
$665,910
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
31,969
shares
|
$648,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
29,837
shares
|
$604,795
0.0% of portfolio
|
Q1 2025
Reduced 78.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
28,913
shares
|
$586,066
0.0% of portfolio
|
Q1 2025
Added 36.67%
|