IBTL Institutional Ownership
iShares iBonds Dec 2031 Term Treasury ETF
1W: -0.7%
1M: -2.2%
3M: -3.6%
YTD: -4.8%
1Y: -4.7%
3Y: +9.0%
5Y: -11.7%
$19.41
-0.04 (-0.21%)
Weekly Expected Move ±0.6%
$19
$19
$19
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IBTL
147
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
446M
Total Invested
25
New Positions
69
Increased
34
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (157 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,544,060 | $49M | -414,766 | -14.0% | 15Q | SEC ↗ |
| 2 | TRUE Private Wealth Advisors | 1,688,677 | $33M | -173,607 | -9.3% | 6Q | SEC ↗ |
| 3 | BlackRock, Inc. NEW | 1,307,693 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | 990,421 | $19M | +35,339 | +3.7% | 3Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 913,630 | $18M | +124,770 | +15.8% | 15Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 892,700 | $17M | +34,826 | +4.1% | 13Q | SEC ↗ |
| 7 | Krilogy Financial LLC | 753,026 | $15M | +47,586 | +6.7% | 18Q | SEC ↗ |
| 8 | MORGAN STANLEY | 730,848 | $14M | +13,759 | +1.9% | 14Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 676,777 | $13M | +38,213 | +6.0% | 15Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 655,984 | $13M | +3,511 | +0.5% | 9Q | SEC ↗ |
| 11 | Probity Advisors, Inc. | 558,788 | $11M | +55,648 | +11.1% | 11Q | SEC ↗ |
| 12 | SHELTON WEALTH MANAGEMENT, LLC | 536,805 | $10M | +40,981 | +8.3% | 2Q | SEC ↗ |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 484,813 | $9M | +251,979 | +108.2% | 5Q | SEC ↗ |
| 14 | PARK AVENUE SECURITIES LLC | 470,144 | $9M | -71,168 | -13.1% | 8Q | SEC ↗ |
| 15 | Legacy Private Trust Co. | 455,751 | $9M | +27,536 | +6.4% | 3Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 445,255 | $9M | +78,269 | +21.3% | 7Q | SEC ↗ |
| 17 | Snowden Capital Advisors LLC | 406,659 | $8M | +6,267 | +1.6% | 12Q | SEC ↗ |
| 18 | Headland Capital, LLC | 405,441 | $8M | +30,511 | +8.1% | 6Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 399,026 | $8M | +41,045 | +11.5% | 11Q | SEC ↗ |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 396,107 | $8M | +32,931 | +9.1% | 6Q | SEC ↗ |
| 21 | FORONJY FINANCIAL LLC | 337,588 | $7M | +21,092 | +6.7% | 5Q | SEC ↗ |
| 22 | SPRENG CAPITAL MANAGEMENT, INC. | 314,831 | $6M | +9,409 | +3.1% | 8Q | SEC ↗ |
| 23 | FAGAN ASSOCIATES, INC. | 277,458 | $5M | +5,255 | +1.9% | 10Q | SEC ↗ |
| 24 | Stockman Wealth Management, Inc. | 264,766 | $5M | +12,580 | +5.0% | 9Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 253,349 | $5M | -39,914 | -13.6% | 14Q | SEC ↗ |
| 26 | Asset Dedication, LLC | 242,011 | $5M | +31,504 | +15.0% | 9Q | SEC ↗ |
| 27 | Yoder Wealth Management, Inc. | 226,174 | $4M | +2,540 | +1.1% | 10Q | SEC ↗ |
| 28 | UBS Group AG | 224,307 | $4M | +13,578 | +6.4% | 18Q | SEC ↗ |
| 29 | Parallel Advisors, LLC | 215,153 | $4M | +14,452 | +7.2% | 8Q | SEC ↗ |
| 30 | THOROUGHBRED FINANCIAL SERVICES, LLC | 209,387 | $4M | -602 | -0.3% | 10Q | SEC ↗ |
| 31 | Accretive Wealth Partners, LLC | 205,085 | $4M | +39,473 | +23.8% | 11Q | SEC ↗ |
| 32 | Whalen Wealth Management Inc. | 201,860 | $4M | +1,304 | +0.7% | 3Q | SEC ↗ |
| 33 | CENTRAL TRUST Co | 187,041 | $4M | +13,560 | +7.8% | 14Q | SEC ↗ |
| 34 | Signature Wealth Management Group NEW | 181,499 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 169,612 | $3M | +59,200 | +53.6% | 12Q | SEC ↗ |
| 36 | OneDigital Investment Advisors LLC | 168,327 | $3M | -13,172 | -7.3% | 2Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 158,390 | $3M | -3,172 | -2.0% | 18Q | SEC ↗ |
| 38 | Janney Montgomery Scott LLC | 157,222 | $3M | +7,308 | +4.9% | 6Q | SEC ↗ |
| 39 | BOSTON FAMILY OFFICE LLC | 139,397 | $3M | +16,051 | +13.0% | 9Q | SEC ↗ |
| 40 | D.A. DAVIDSON & CO. | 133,676 | $3M | +27,126 | +25.5% | 3Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 127,242 | $2M | +5,952 | +4.9% | 14Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC | 112,419 | $2M | +54,017 | +92.5% | 11Q | SEC ↗ |
| 43 | LPL Financial LLC | 92,600 | $2M | -3,875 | -4.0% | 14Q | SEC ↗ |
| 44 | HOWLAND CAPITAL MANAGEMENT LLC | 86,561 | $2M | +300 | +0.3% | 7Q | SEC ↗ |
| 45 | Valmark Advisers, Inc. | 83,711 | $2M | +26,202 | +45.6% | 3Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 82,940 | $2M | +3,139 | +3.9% | 11Q | SEC ↗ |
| 47 | Smartleaf Asset Management LLC | 72,236 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 48 | EIGHT 31 FINANCIAL, LLC | 68,555 | $1M | +3,377 | +5.2% | 6Q | SEC ↗ |
| 49 | L2 Asset Management, LLC | 66,158 | $1M | +1,470 | +2.3% | 4Q | SEC ↗ |
| 50 | Allworth Financial LP | 61,664 | $1M | +60,647 | +5963.3% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 1,307,693 | $25M |
| Signature Wealth Management Group | 181,499 | $4M |
| MONECO ADVISORS, LLC | 41,322 | $802K |
| Community Financial Services Group, | 41,068 | $797K |
| CITADEL ADVISORS LLC | 28,388 | $551K |
| Modern Wealth Management, LLC | 26,952 | $523K |
| Wealth Management Strategies, Inc. | 19,960 | $388K |
| XY Planning Network, Inc. | 18,964 | $368K |
| Single Point Partners, LLC | 16,393 | $318K |
| Vestmark Advisory Solutions, Inc. | 13,110 | $255K |
| HM PAYSON & CO | 12,416 | $241K |
| Mariner, LLC | 11,070 | $215K |
| Cambridge Investment Research Advis | 10,764 | $209K |
| Bellecapital International Ltd. | 6,992 | $136K |
| BARRETT & COMPANY, INC. | 5,545 | $108K |
| Key Financial Inc | 5,365 | $104K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 4,895 | $95K |
| FIDUCIARY FINANCIAL ADVISORS | 4,149 | $81K |
| McIlrath & Eck, LLC | 2,566 | $50K |
| Clearstead Advisors, LLC | 2,450 | $48K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | 75,884 | $1M |
| Private Advisor Group, LLC | 72,236 | $1M |
| Equitable Holdings, Inc. | 33,047 | $642K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,963 | $543K |
| FLOW TRADERS U.S. LLC | 25,090 | $487K |
| Walleye Partners, LLC | 21,340 | $414K |
| Keeler Thomas Management LLC | 14,221 | $276K |
| REBALANCE, LLC | 11,028 | $214K |
| Elevation Advisory Partners LLC | 9,930 | $193K |
| Hills Bank & Trust Co | 5,878 | $114K |
| Advisory Services Network, LLC | 3,010 | $58K |
| MAI Capital Management | 2,000 | $39K |
| Kohmann Bosshard Financial Services | 1,855 | $36K |
| Clayton Financial Group LLC | 1,143 | $22K |
| Intentional Wealth Strategies, LLC | 693 | $13K |
| JPMORGAN CHASE & CO | 517 | $10K |
| Root Financial Partners, LLC | 338 | $7K |
| HAZLETT, BURT & WATSON, INC. | 195 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +251,979 | +108.2% | 484,813 |
| BANK OF AMERICA CORP /DE | +124,770 | +15.8% | 913,630 |
| RAYMOND JAMES FINANCIAL INC | +78,269 | +21.3% | 445,255 |
| Allworth Financial LP | +60,647 | +5963.3% | 61,664 |
| GOLDMAN SACHS GROUP INC | +59,200 | +53.6% | 169,612 |
| Probity Advisors, Inc. | +55,648 | +11.1% | 558,788 |
| Integrated Wealth Concepts LLC | +54,017 | +92.5% | 112,419 |
| Krilogy Financial LLC | +47,586 | +6.7% | 753,026 |
| HighTower Advisors, LLC | +41,045 | +11.5% | 399,026 |
| SHELTON WEALTH MANAGEMENT, LLC | +40,981 | +8.3% | 536,805 |
| Accretive Wealth Partners, LLC | +39,473 | +23.8% | 205,085 |
| NewEdge Advisors, LLC | +38,213 | +6.0% | 676,777 |
| TITLEIST ASSET MANAGEMENT, LLC | +35,339 | +3.7% | 990,421 |
| ENVESTNET ASSET MANAGEMENT INC | +34,826 | +4.1% | 892,700 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +32,931 | +9.1% | 396,107 |
| Asset Dedication, LLC | +31,504 | +15.0% | 242,011 |
| Headland Capital, LLC | +30,511 | +8.1% | 405,441 |
| Legacy Private Trust Co. | +27,536 | +6.4% | 455,751 |
| D.A. DAVIDSON & CO. | +27,126 | +25.5% | 133,676 |
| Valmark Advisers, Inc. | +26,202 | +45.6% | 83,711 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -414,766 | -14.0% | 2,544,060 |
| TRUE Private Wealth Advisors | -173,607 | -9.3% | 1,688,677 |
| PARK AVENUE SECURITIES LLC | -71,168 | -13.1% | 470,144 |
| MOULTON WEALTH MANAGEMENT, INC | -57,160 | -53.6% | 49,511 |
| ROYAL BANK OF CANADA | -39,914 | -13.6% | 253,349 |
| Creative Planning | -20,088 | -25.6% | 58,431 |
| OneDigital Investment Advisors LLC | -13,172 | -7.3% | 168,327 |
| LPL Financial LLC | -3,875 | -4.0% | 92,600 |
| Atlantic Private Wealth, LLC | -3,774 | -14.7% | 21,936 |
| STIFEL FINANCIAL CORP | -3,172 | -2.0% | 158,390 |
| Associated Banc-Corp | -3,065 | -7.4% | 38,089 |
| FIRST NATIONAL BANK OF OMAHA | -2,715 | -4.3% | 60,869 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,582 | -7.5% | 31,626 |
| SHELTON CAPITAL MANAGEMENT | -1,150 | -2.0% | 56,771 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -1,121 | -9.9% | 10,246 |
| Cerity Partners LLC | -755 | -2.3% | 32,467 |
| STAR Financial Bank | -703 | -4.2% | 15,860 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -602 | -0.3% | 209,387 |
| CARY STREET PARTNERS FINANCIAL LLC | -553 | -2.8% | 19,466 |
| BIP Wealth, LLC | -500 | -3.1% | 15,605 |