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 55 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
1,616,610
shares
|
$36.4 Million
2.95% of portfolio
|
Q1 2024
Added 5.26%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,461,716
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2024
Added 26.8%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
466,396
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2024
Added 1069.32%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
430,111
shares
|
$9.69 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
341,431
shares
|
$7.69 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
313,708
shares
|
$7.06 Million
0.01% of portfolio
|
Q1 2024
Added 6.87%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
312,543
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2024
Added 9.05%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
253,734
shares
|
$5.71 Million
0.07% of portfolio
|
Q2 2024
Added 14.36%
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
186,546
shares
|
$4.2 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
166,321
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Added 29.65%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
157,030
shares
|
$3.54 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
144,127
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2024
Added 21.23%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 06, 2024 Q1 2024 |
101,849
shares
|
$2.29 Million
1.01% of portfolio
|
Q1 2024
Added 7.11%
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
88,701
shares
|
$2 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
85,636
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2024
Added 730.61%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
76,257
shares
|
$1.72 Million
0.36% of portfolio
|
Q1 2024
Added 97.11%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
59,113
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atlantic Private Wealth, LLC
|
May 13, 2024 Q1 2024 |
51,423
shares
|
$1.16 Million
0.98% of portfolio
|
Q1 2024
Added 118.84%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
47,270
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2024
Added 53.94%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
37,581
shares
|
$846,324
0.0% of portfolio
|
Q1 2024
Added 19.74%
|
|
Seneca House Advisors
|
Apr 17, 2024 Q1 2024 |
34,605
shares
|
$779,304
0.35% of portfolio
|
Q1 2024
Reduced 51.71%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
32,143
shares
|
$723,860
0.03% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
32,143
shares
|
$723,860
0.02% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
32,022
shares
|
$721,135
0.04% of portfolio
|
Q1 2024
Reduced 73.13%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
30,702
shares
|
$691,409
0.02% of portfolio
|
Q4 2023
Added 61.26%
|