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 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
82,869
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
72,213
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
63,046
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
56,643
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
52,932
shares
|
$1.07 Million
0.8% of portfolio
|
Q4 2024
Added 24.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,903
shares
|
$971,472
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,249
shares
|
$816,249
0.0% of portfolio
|
Q4 2024
Added 63.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
32,994
shares
|
$669,118
0.0% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,852
shares
|
$666,238
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
32,186
shares
|
$652,732
0.0% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
30,323
shares
|
$614,950
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,473
shares
|
$597,712
0.0% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
27,098
shares
|
$549,547
0.0% of portfolio
|
Q4 2024
Added 56.37%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
26,181
shares
|
$530,950
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
26,167
shares
|
$530,666
0.0% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
25,548
shares
|
$518,113
0.01% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
22,243
shares
|
$451,088
0.01% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,156
shares
|
$429,043
0.0% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
19,764
shares
|
$400,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,730
shares
|
$400,124
0.01% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,302
shares
|
$391,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,802
shares
|
$361,024
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
17,785
shares
|
$360,679
0.23% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,398
shares
|
$352,831
0.03% of portfolio
|
Q4 2024
Added 33.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,166
shares
|
$307,566
0.0% of portfolio
|
Q4 2024
Reduced 25.57%
|