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 93 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,278
shares
|
$106,985
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
5,020
shares
|
$101,755
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,446
shares
|
$90,120
0.0% of portfolio
|
Q1 2025
Added 74.97%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,250
shares
|
$86,147
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,323
shares
|
$67,357
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,454
shares
|
$49,742
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,264
shares
|
$45,891
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,208
shares
|
$44,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,280
shares
|
$25,945
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,150
shares
|
$23,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,017
shares
|
$20,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
751
shares
|
$15,222
0.0% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
682
shares
|
$13,824
0.0% of portfolio
|
Q1 2025
Added 1450.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
632
shares
|
$12,810
0.0% of portfolio
|
Q1 2025
Added 78.53%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
304
shares
|
$6,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
280
shares
|
$5,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
10
shares
|
$202
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|