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 50 institutions that hold shares in the stock, with a total of 6.77 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,673,490
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2024
Added 6.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
1,577,605
shares
|
$31.3 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
533,923
shares
|
$10.6 Million
0.87% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
337,607
shares
|
$6.69 Million
0.0% of portfolio
|
Q1 2024
Added 28.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
330,766
shares
|
$6.56 Million
0.08% of portfolio
|
Q1 2024
Added 24.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
301,109
shares
|
$5.97 Million
0.19% of portfolio
|
Q1 2024
Added 5.42%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
248,178
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2024
Added 110.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
195,771
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Fagan Associates, Inc.
|
May 06, 2024 Q1 2024 |
159,475
shares
|
$3.16 Million
0.61% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
134,524
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2024
Added 4.51%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 06, 2024 Q1 2024 |
114,298
shares
|
$2.27 Million
1.01% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
104,771
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Added 51.67%
|
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
99,779
shares
|
$1.98 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
97,290
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
85,603
shares
|
$1.7 Million
0.36% of portfolio
|
Q1 2024
Added 96.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
78,518
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
70,987
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
68,893
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2024
Added 15.44%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
68,125
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Added 59.73%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
59,990
shares
|
$1.19 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
51,832
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2024
Added 44.47%
|
|
|
Atlantic Private Wealth, LLC
|
May 13, 2024 Q1 2024 |
42,941
shares
|
$851,520
0.72% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
33,550
shares
|
$665,296
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
33,431
shares
|
$662,936
0.0% of portfolio
|
Q1 2024
Added 9.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
26,202
shares
|
$519,585
0.0% of portfolio
|
Q1 2024
Added 13.46%
|
|