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 58 institutions that hold shares in the stock, with a total of 7.22 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
1,719,935
shares
|
$40.4 Million
3.0% of portfolio
|
Q2 2024
Added 6.39%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,425,275
shares
|
$33.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
511,666
shares
|
$12 Million
0.19% of portfolio
|
Q2 2024
Added 9.71%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
430,111
shares
|
$10.1 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
356,104
shares
|
$8.36 Million
0.01% of portfolio
|
Q2 2024
Added 13.51%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
350,254
shares
|
$8.23 Million
0.01% of portfolio
|
Q2 2024
Added 2.58%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
313,435
shares
|
$7.36 Million
0.0% of portfolio
|
Q1 2024
Added 9.05%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
253,734
shares
|
$5.96 Million
0.07% of portfolio
|
Q2 2024
Added 14.36%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
189,530
shares
|
$4.45 Million
0.51% of portfolio
|
Q2 2024
Added 1.6%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
169,539
shares
|
$3.98 Million
0.0% of portfolio
|
Q2 2024
Added 1.93%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
137,193
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
103,213
shares
|
$2.42 Million
1.9% of portfolio
|
Q2 2024
Added 100.71%
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
103,132
shares
|
$2.42 Million
0.98% of portfolio
|
Q2 2024
Added 1.26%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
96,977
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
96,374
shares
|
$2.26 Million
0.07% of portfolio
|
Q2 2024
Reduced 38.63%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
96,044
shares
|
$2.26 Million
0.45% of portfolio
|
Q2 2024
Added 25.95%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
89,452
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2024
Added 138.02%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
89,048
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2024
Added 0.39%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
88,115
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2024
Added 433.29%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
56,777
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
47,397
shares
|
$1.11 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
|
$969,455
0.05% of portfolio
|
Q2 2024
Added 28.88%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
36,826
shares
|
$865,042
0.17% of portfolio
|
Q1 2024
Added 26.38%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
34,152
shares
|
$802,230
0.0% of portfolio
|
Q2 2024
Reduced 60.12%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
32,131
shares
|
$754,757
0.0% of portfolio
|
Q2 2024
Added 8.79%
|