Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBTM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBTM). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 9.9 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,979,868
shares
|
$44.7 Million
3.26% of portfolio
|
Q1 2025
Added 22.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,635,666
shares
|
$37 Million
0.01% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
937,088
shares
|
$21.2 Million
1.81% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
426,353
shares
|
$9.64 Million
0.15% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
423,129
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
397,689
shares
|
$8.99 Million
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
342,250
shares
|
$7.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
330,349
shares
|
$7.47 Million
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
217,626
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
197,519
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
179,683
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2025
Added 36.77%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
173,840
shares
|
$3.93 Million
0.52% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
173,220
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
170,951
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 23.38%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
158,931
shares
|
$3.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
156,274
shares
|
$3.53 Million
0.15% of portfolio
|
Q1 2025
Added 132.21%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
146,262
shares
|
$3.31 Million
0.67% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
134,584
shares
|
$3.04 Million
1.13% of portfolio
|
Q1 2025
Added 26.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
117,409
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
109,346
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
98,085
shares
|
$2.22 Million
1.78% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
90,900
shares
|
$2.05 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
64,193
shares
|
$1.45 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,506
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 37.36%
|