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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
13,178
shares
|
$267,249
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
12,266
shares
|
$248,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,167
shares
|
$246,746
0.01% of portfolio
|
Q4 2024
Reduced 41.09%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
11,557
shares
|
$234,375
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,498
shares
|
$233,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,251
shares
|
$228,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,062
shares
|
$224,337
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
10,498
shares
|
$212,899
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
8,372
shares
|
$169,784
0.02% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,723
shares
|
$156,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,500
shares
|
$152,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$107,037
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,020
shares
|
$101,805
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,323
shares
|
$67,390
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,734
shares
|
$55,445
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,541
shares
|
$51,531
0.0% of portfolio
|
Q1 2024
Reduced 60.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
2,454
shares
|
$49,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,375
shares
|
$48,165
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,264
shares
|
$45,913
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,208
shares
|
$44,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,777
shares
|
$36,037
0.0% of portfolio
|
Q4 2024
Reduced 39.78%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,280
shares
|
$25,958
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,150
shares
|
$23,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,017
shares
|
$20,624
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
825
shares
|
$16,731
0.0% of portfolio
|
Q4 2024
New holding
|