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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,890
shares
|
$217,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,376
shares
|
$207,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
7,500
shares
|
$150,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
6,824
shares
|
$136,480
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,993
shares
|
$119,860
0.0% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$105,560
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,308
shares
|
$66,160
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$59,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,541
shares
|
$50,820
0.0% of portfolio
|
Q1 2024
Reduced 60.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,454
shares
|
$49,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,358
shares
|
$47,160
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,264
shares
|
$45,280
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,280
shares
|
$25,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,017
shares
|
$20,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
826
shares
|
$16,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
751
shares
|
$15,020
0.0% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
578
shares
|
$11,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
354
shares
|
$7,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
304
shares
|
$6,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
84
shares
|
$1,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
71
shares
|
$1,420
0.0% of portfolio
|
Q3 2024
Added 238.1%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|