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 94 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,213,422
shares
|
$45.1 Million
0.01% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,758,443
shares
|
$35.8 Million
0.19% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,665,322
shares
|
$33.9 Million
4.3% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
790,291
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
571,543
shares
|
$11.6 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
526,589
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
401,727
shares
|
$8.18 Million
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
374,970
shares
|
$7.63 Million
0.25% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
331,946
shares
|
$6.76 Million
0.06% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
304,901
shares
|
$6.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
284,542
shares
|
$5.79 Million
1.15% of portfolio
|
Q1 2025
Added 132.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
283,396
shares
|
$5.77 Million
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
250,179
shares
|
$5.09 Million
0.88% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
238,210
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2025
Added 41.63%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
237,056
shares
|
$4.83 Million
2.21% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
204,491
shares
|
$4.16 Million
2.18% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
178,749
shares
|
$3.64 Million
0.04% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
178,712
shares
|
$3.64 Million
0.51% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
152,693
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
151,050
shares
|
$3.08 Million
1.12% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
143,229
shares
|
$2.92 Million
0.07% of portfolio
|
Q1 2025
Added 65.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
139,520
shares
|
$2.84 Million
0.12% of portfolio
|
Q1 2025
Added 1046.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134,996
shares
|
$2.75 Million
0.06% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
129,919
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,311
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 35.12%
|