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 106 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,115
shares
|
$601,807
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
29,083
shares
|
$601,145
0.43% of portfolio
|
Q2 2025
Reduced 52.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,193
shares
|
$582,749
0.0% of portfolio
|
Q3 2025
Added 235.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
26,436
shares
|
$546,432
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
26,181
shares
|
$541,161
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
24,078
shares
|
$497,692
0.0% of portfolio
|
Q3 2025
Added 25.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
23,813
shares
|
$492,214
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,474
shares
|
$464,537
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
20,416
shares
|
$421,998
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,730
shares
|
$407,819
0.01% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
18,625
shares
|
$384,978
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
17,787
shares
|
$367,657
0.03% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,714
shares
|
$345,478
0.0% of portfolio
|
Q2 2025
Added 718.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,046
shares
|
$331,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
15,926
shares
|
$329,190
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
15,533
shares
|
$321,067
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,543
shares
|
$300,603
0.0% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
14,470
shares
|
$299,094
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
13,311
shares
|
$275,138
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
13,089
shares
|
$270,549
0.01% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
13,064
shares
|
$270,032
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,665
shares
|
$261,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,611
shares
|
$260,669
0.07% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
11,562
shares
|
$238,986
0.16% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,489
shares
|
$237,477
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|