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 60 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,649,750
shares
|
$34.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,584,849
shares
|
$32.8 Million
0.18% of portfolio
|
Q4 2023
Added 0.51%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
542,441
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2024
Added 177.08%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
501,361
shares
|
$10.4 Million
0.78% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
341,630
shares
|
$7.07 Million
0.0% of portfolio
|
Q1 2024
Added 28.14%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
334,184
shares
|
$6.91 Million
0.07% of portfolio
|
Q2 2024
Added 1.03%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
301,059
shares
|
$6.23 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
271,356
shares
|
$5.61 Million
0.0% of portfolio
|
Q2 2024
Added 9.34%
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
198,133
shares
|
$4.1 Million
0.71% of portfolio
|
Q2 2024
Added 24.24%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
151,142
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Added 12.35%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
115,742
shares
|
$2.39 Million
0.98% of portfolio
|
Q2 2024
Added 1.26%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
108,829
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2024
Added 3.87%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
107,652
shares
|
$2.23 Million
0.45% of portfolio
|
Q2 2024
Added 25.76%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
103,902
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2024
Added 50.82%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
100,166
shares
|
$2.07 Million
0.14% of portfolio
|
Q2 2024
Added 0.39%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
97,017
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 23.56%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
93,434
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
76,849
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
76,184
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Added 7.32%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
73,986
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Added 8.6%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
70,044
shares
|
$1.45 Million
0.91% of portfolio
|
Q2 2024
Added 16.76%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
65,603
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
64,893
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
43,456
shares
|
$899,104
0.0% of portfolio
|
Q2 2024
Reduced 16.16%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
42,370
shares
|
$876,635
0.69% of portfolio
|
Q2 2024
Reduced 1.33%
|