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 $136 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
26,181
shares
|
$525,190
0.08% of portfolio
|
Q4 2023
New holding
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
24,646
shares
|
$494,398
0.01% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
23,512
shares
|
$471,650
0.0% of portfolio
|
Q1 2024
Added 0.11%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
20,682
shares
|
$414,880
0.01% of portfolio
|
Q1 2024
Added 0.36%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
20,141
shares
|
$404,028
0.24% of portfolio
|
Q1 2024
Added 55.04%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
19,001
shares
|
$381,160
0.01% of portfolio
|
Q1 2024
Added 18.35%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
17,307
shares
|
$347,178
0.0% of portfolio
|
Q1 2024
Reduced 44.49%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
16,998
shares
|
$340,979
0.01% of portfolio
|
Q1 2024
Added 41.67%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
16,348
shares
|
$327,940
0.0% of portfolio
|
Q1 2024
Added 55.4%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
14,947
shares
|
$299,836
0.0% of portfolio
|
Q1 2024
Reduced 84.53%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
12,272
shares
|
$246,176
0.02% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
7,500
shares
|
$150,450
0.01% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
5,428
shares
|
$108,885
0.02% of portfolio
|
Q1 2024
Added 26.59%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,541
shares
|
$50,972
0.0% of portfolio
|
Q1 2024
Reduced 60.76%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
2,264
shares
|
$45,415
0.0% of portfolio
|
Q3 2023
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
2,185
shares
|
$43,831
0.01% of portfolio
|
Q1 2024
Added 72.59%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,791
shares
|
$35,927
0.0% of portfolio
|
Q4 2023
Reduced 53.13%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
1,280
shares
|
$25,676
0.0% of portfolio
|
Q3 2023
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,017
shares
|
$20,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
951
shares
|
$19,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
852
shares
|
$17,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
696
shares
|
$13,961
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
350
shares
|
$7,021
0.0% of portfolio
|
Q4 2023
Added 77.66%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
30
shares
|
$601
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|