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 73 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
42,510
shares
|
$850,200
0.68% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
37,985
shares
|
$759,700
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
37,358
shares
|
$747,160
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36,886
shares
|
$737,720
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,852
shares
|
$657,040
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
30,950
shares
|
$619,000
0.0% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
28,947
shares
|
$578,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,769
shares
|
$575,380
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
26,181
shares
|
$523,620
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
25,367
shares
|
$507,340
0.0% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,674
shares
|
$493,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
22,530
shares
|
$450,600
0.22% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
21,292
shares
|
$425,840
0.01% of portfolio
|
Q3 2024
Added 869.58%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,692
shares
|
$413,840
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,652
shares
|
$413,040
0.02% of portfolio
|
Q3 2024
Reduced 80.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,377
shares
|
$407,540
0.0% of portfolio
|
Q2 2024
Reduced 39.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,730
shares
|
$394,600
0.01% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,621
shares
|
$372,420
0.0% of portfolio
|
Q3 2024
Added 24.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
17,329
shares
|
$346,580
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,323
shares
|
$346,460
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,001
shares
|
$260,020
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
12,778
shares
|
$255,560
0.14% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
11,557
shares
|
$231,140
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,251
shares
|
$225,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,929
shares
|
$218,580
0.0% of portfolio
|
Q3 2024
Added 0.28%
|