Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 9.1 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
2,039,723
shares
|
$47.4 Million
2.99% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
807,785
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
435,943
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
428,490
shares
|
$9.96 Million
0.14% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
417,415
shares
|
$9.7 Million
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
360,156
shares
|
$8.37 Million
0.05% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
348,377
shares
|
$8.1 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
347,821
shares
|
$8.08 Million
0.01% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
219,888
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
197,519
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
190,545
shares
|
$4.43 Million
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
188,567
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
182,643
shares
|
$4.24 Million
3.0% of portfolio
|
Q2 2025
Added 86.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
175,957
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
164,206
shares
|
$3.82 Million
0.03% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
157,519
shares
|
$3.66 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
155,278
shares
|
$3.61 Million
0.65% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
140,840
shares
|
$3.27 Million
1.1% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
99,166
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
99,156
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
97,351
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 342.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
92,594
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 55.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
90,215
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
82,796
shares
|
$1.92 Million
1.21% of portfolio
|
Q2 2025
Added 112.34%
|