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 62 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,775,036
shares
|
$39.9 Million
3.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,425,275
shares
|
$32 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
592,938
shares
|
$13.3 Million
0.21% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
418,595
shares
|
$9.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
356,104
shares
|
$8 Million
0.01% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
313,435
shares
|
$7.04 Million
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
221,867
shares
|
$4.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
186,052
shares
|
$4.18 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
169,539
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
137,193
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
108,982
shares
|
$2.45 Million
0.5% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
103,213
shares
|
$2.32 Million
1.9% of portfolio
|
Q2 2024
Added 100.71%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
103,132
shares
|
$2.32 Million
0.98% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
96,977
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
96,374
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2024
Reduced 38.63%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
90,251
shares
|
$2.03 Million
0.14% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
89,452
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 138.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
88,115
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Added 433.29%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
56,777
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
47,397
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
41,271
shares
|
$926,946
0.05% of portfolio
|
Q2 2024
Added 28.88%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
39,489
shares
|
$886,922
0.54% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
36,826
shares
|
$827,111
0.17% of portfolio
|
Q1 2024
Added 26.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
34,152
shares
|
$767,053
0.0% of portfolio
|
Q2 2024
Reduced 60.12%
|