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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,478
shares
|
$237,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,251
shares
|
$232,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
11,030
shares
|
$227,990
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,757
shares
|
$222,347
0.0% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,732
shares
|
$221,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
9,822
shares
|
$203,020
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,369
shares
|
$172,987
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,933
shares
|
$122,635
0.0% of portfolio
|
Q2 2025
Reduced 80.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$109,096
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
5,020
shares
|
$103,763
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,435
shares
|
$91,671
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,918
shares
|
$80,985
0.02% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,454
shares
|
$50,724
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,264
shares
|
$46,796
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,208
shares
|
$45,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$41,340
0.02% of portfolio
|
Q3 2025
Reduced 52.94%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,894
shares
|
$39,148
0.0% of portfolio
|
Q2 2025
Reduced 57.4%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,280
shares
|
$26,457
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,150
shares
|
$23,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,044
shares
|
$21,579
0.0% of portfolio
|
Q2 2025
Added 65.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,017
shares
|
$21,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
884
shares
|
$18,272
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
761
shares
|
$15,729
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
682
shares
|
$14,096
0.0% of portfolio
|
Q1 2025
Added 1450.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
661
shares
|
$13,662
0.0% of portfolio
|
Q2 2025
New holding
|