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 53 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Headinvest, LLC
Portland, ME |
Feb 12, 2024 Q4 2023 |
29,138
shares
|
$663,180
0.14% of portfolio
|
Q4 2023
Added 22.84%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
25,084
shares
|
$570,911
0.0% of portfolio
|
Q1 2024
Added 11.9%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
24,525
shares
|
$558,189
0.0% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
22,669
shares
|
$515,946
0.0% of portfolio
|
Q1 2024
Added 7.34%
|
|
Seneca House Advisors
|
Jul 12, 2024 Q2 2024 |
22,230
shares
|
$505,954
0.22% of portfolio
|
Q2 2024
Reduced 35.76%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
18,676
shares
|
$425,065
0.01% of portfolio
|
Q2 2024
Added 0.7%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
18,643
shares
|
$424,314
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 11, 2024 Q2 2024 |
18,161
shares
|
$413,344
0.22% of portfolio
|
Q2 2024
Added 1.01%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,523
shares
|
$376,063
0.0% of portfolio
|
Q1 2024
Reduced 85.63%
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
15,855
shares
|
$360,859
0.08% of portfolio
|
Q1 2024
Reduced 94.49%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,700
shares
|
$357,332
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
14,541
shares
|
$330,953
0.0% of portfolio
|
Q1 2024
Added 55.4%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
8,871
shares
|
$201,903
0.0% of portfolio
|
Q4 2023
Added 36.43%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
6,670
shares
|
$151,809
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
5,080
shares
|
$115,620
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,653
shares
|
$105,902
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
4,173
shares
|
$94,977
0.02% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
2,011
shares
|
$45,770
0.0% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,466
shares
|
$33,366
0.0% of portfolio
|
Q2 2024
Added 73.49%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,335
shares
|
$30,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
907
shares
|
$20,643
0.0% of portfolio
|
Q4 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
900
shares
|
$20,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
864
shares
|
$19,664
0.0% of portfolio
|
Q1 2024
Added 165.85%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
758
shares
|
$17,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
644
shares
|
$14,657
0.0% of portfolio
|
Q1 2024
New holding
|