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 83 institutions that hold shares in the stock, with a total of 9.1 Million shares, which have been reported (via 13F filing form) to have a value of $211 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
16,856
shares
|
$391,733
0.0% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
16,036
shares
|
$372,676
0.01% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
15,785
shares
|
$366,843
0.03% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,497
shares
|
$360,150
0.01% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
14,459
shares
|
$336,027
0.19% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
11,711
shares
|
$272,163
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,417
shares
|
$265,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,200
shares
|
$260,287
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,964
shares
|
$254,803
0.07% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
10,219
shares
|
$237,489
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
9,584
shares
|
$222,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
8,822
shares
|
$205,023
0.01% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,807
shares
|
$204,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,214
shares
|
$167,653
0.0% of portfolio
|
Q2 2025
Added 501.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,777
shares
|
$134,257
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,764
shares
|
$110,715
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,653
shares
|
$108,135
0.02% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,470
shares
|
$103,882
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,415
shares
|
$102,604
0.0% of portfolio
|
Q2 2025
Added 72.19%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,183
shares
|
$50,732
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,011
shares
|
$46,735
0.0% of portfolio
|
Q4 2023
Reduced 19.5%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$34,860
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,288
shares
|
$29,933
0.01% of portfolio
|
Q2 2025
Added 69.92%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,106
shares
|
$25,703
0.0% of portfolio
|
Q2 2025
Added 52.55%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
907
shares
|
$21,078
0.0% of portfolio
|
Q4 2023
New holding
|