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 77 institutions that hold shares in the stock, with a total of 9.9 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,200
shares
|
$255,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,223
shares
|
$232,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,189
shares
|
$232,003
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9,584
shares
|
$218,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,822
shares
|
$200,876
0.01% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
8,807
shares
|
$200,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,670
shares
|
$151,875
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,398
shares
|
$145,682
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,679
shares
|
$106,540
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,653
shares
|
$105,948
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,640
shares
|
$105,652
0.0% of portfolio
|
Q1 2025
Added 37.85%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,470
shares
|
$101,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,564
shares
|
$58,382
0.0% of portfolio
|
Q1 2025
Added 74.42%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,183
shares
|
$49,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,011
shares
|
$45,790
0.0% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,893
shares
|
$43,103
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$34,155
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
907
shares
|
$20,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
900
shares
|
$20,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
758
shares
|
$17,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
725
shares
|
$16,508
0.0% of portfolio
|
Q1 2025
Added 54.58%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
600
shares
|
$13,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
269
shares
|
$6,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
249
shares
|
$5,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
202
shares
|
$4,599
0.0% of portfolio
|
Q3 2024
New holding
|