IBMV Institutional Ownership
iShares Trust - iShares iBonds Dec 2033 Term Muni Bond ETF
1W: +0.8%
1M: -2.8%
YTD: -3.6%
$23.99
-0.07 (-0.29%)
Weekly Expected Move ±0.9%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBMV
9
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
6
New Positions
0
Increased
3
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hills Bank & Trust Co NEW | 20,820 | 499K | — | +0.0% | 1Q | SEC ↗ |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC NEW | 11,868 | 285K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Pacific Excel Wealth Advisors, Inc. NEW | 11,124 | 267K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Heritage Family Offices, LLP NEW | 11,124 | 267K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Lido Advisors, LLC NEW | 8,000 | 192K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Addison Advisors LLC NEW | 1,015 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 7 | BlackRock, Inc. | 0 | 0K | -100,000 | -100.0% | 1Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 0 | 0K | -49,998 | -100.0% | 1Q | SEC ↗ |
| 9 | Klingman & Associates, LLC | 0 | 0K | -45,332 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Hills Bank & Trust Co | 20,820 | 499K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,868 | 285K |
| Pacific Excel Wealth Advisors, Inc. | 11,124 | 267K |
| Heritage Family Offices, LLP | 11,124 | 267K |
| Lido Advisors, LLC | 8,000 | 192K |
| Addison Advisors LLC | 1,015 | 24K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackRock, Inc. | 100,000 | 2M |
| JANE STREET GROUP, LLC | 49,998 | 1M |
| Klingman & Associates, LLC | 45,332 | 1M |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.