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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,269
shares
|
$634,073
0.0% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,164
shares
|
$541,998
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
23,983
shares
|
$537,938
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,514
shares
|
$504,989
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,000
shares
|
$471,030
0.0% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
20,145
shares
|
$451,852
0.03% of portfolio
|
Q3 2024
Added 60.67%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
20,092
shares
|
$450,663
0.23% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
19,790
shares
|
$443,889
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,036
shares
|
$404,547
0.01% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,199
shares
|
$385,773
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
15,561
shares
|
$349,033
0.16% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
15,405
shares
|
$345,534
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
12,985
shares
|
$291,253
0.0% of portfolio
|
Q3 2024
Added 46.38%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,615
shares
|
$282,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,534
shares
|
$258,707
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
9,713
shares
|
$217,862
0.01% of portfolio
|
Q3 2024
Reduced 89.92%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,019
shares
|
$202,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
6,897
shares
|
$154,699
0.03% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
6,670
shares
|
$149,608
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,598
shares
|
$147,993
0.0% of portfolio
|
Q3 2024
Reduced 92.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,887
shares
|
$132,045
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,902
shares
|
$109,951
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,679
shares
|
$104,949
0.02% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,653
shares
|
$104,366
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,616
shares
|
$58,676
0.0% of portfolio
|
Q3 2024
New holding
|