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 102 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,177,285
shares
|
$44.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,908,678
shares
|
$39 Million
5.14% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,780,959
shares
|
$36.3 Million
0.17% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
874,112
shares
|
$17.8 Million
0.0% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
571,543
shares
|
$11.7 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
408,369
shares
|
$8.33 Million
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
375,510
shares
|
$7.66 Million
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
355,015
shares
|
$7.25 Million
1.33% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
353,455
shares
|
$7.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
331,946
shares
|
$6.78 Million
0.06% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
304,901
shares
|
$6.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
282,110
shares
|
$5.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
267,559
shares
|
$5.46 Million
0.9% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
259,886
shares
|
$5.3 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
251,692
shares
|
$5.14 Million
2.16% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
237,894
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
204,491
shares
|
$4.17 Million
2.18% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
180,000
shares
|
$3.67 Million
0.03% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
178,712
shares
|
$3.65 Million
0.51% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
160,202
shares
|
$3.27 Million
1.12% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
160,052
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Added 76.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
139,972
shares
|
$2.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
136,608
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2025
Added 108.2%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134,996
shares
|
$2.76 Million
0.06% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
125,891
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Added 0.46%
|