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 66 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $182 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
|
$39.8 Million
3.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,437,913
shares
|
$32.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
801,141
shares
|
$18 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
$9.39 Million
0.14% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
371,191
shares
|
$8.33 Million
0.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
366,820
shares
|
$8.23 Million
0.01% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
324,859
shares
|
$7.29 Million
0.0% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
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 |
Nov 13, 2024 Q3 2024 |
171,099
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
137,566
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
111,951
shares
|
$2.51 Million
2.01% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
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%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
104,869
shares
|
$2.35 Million
1.06% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
98,142
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
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 |
Nov 08, 2024 Q3 2024 |
82,795
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
74,356
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 117.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,526
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Added 56.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
45,628
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
39,489
shares
|
$886,133
0.54% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,392
shares
|
$861,516
0.03% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
36,826
shares
|
$826,375
0.16% of portfolio
|
Q1 2024
Added 26.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,717
shares
|
$756,609
0.0% of portfolio
|
Q3 2024
Added 4.94%
|