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 100 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,485,826
shares
|
$57.5 Million
2.38% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
902,319
shares
|
$20.9 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
830,486
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
828,444
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2025
Added 98.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
474,014
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
468,687
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
418,745
shares
|
$9.68 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
401,146
shares
|
$9.27 Million
0.06% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
361,010
shares
|
$8.35 Million
0.0% of portfolio
|
Q3 2025
Added 64.18%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
359,933
shares
|
$8.32 Million
0.01% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
350,557
shares
|
$8.1 Million
0.23% of portfolio
|
Q3 2025
Added 618.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
295,742
shares
|
$6.84 Million
0.0% of portfolio
|
Q3 2025
Added 68.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
220,664
shares
|
$5.1 Million
0.01% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
209,926
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Added 473.44%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
199,159
shares
|
$4.6 Million
3.19% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
163,991
shares
|
$3.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 54.47%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
161,019
shares
|
$3.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
156,108
shares
|
$3.61 Million
0.61% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
155,978
shares
|
$3.61 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
155,855
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
151,219
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 52.51%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
144,105
shares
|
$3.33 Million
1.07% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
111,430
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
110,260
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 11.19%
|