IBTM Institutional Ownership
iShares iBonds Dec 2032 Term Treasury ETF
1W: -0.4%
1M: -2.5%
3M: -4.2%
YTD: -5.4%
1Y: -5.4%
3Y: +8.3%
$21.69
-0.05 (-0.23%)
Weekly Expected Move ±0.7%
$21
$22
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTM
123
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
330M
Total Invested
12
New Positions
61
Increased
33
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Krilogy Financial LLC | 2,618,176 | 57M | +169,863 | +6.9% | 14Q | SEC ↗ |
| 2 | UBS Group AG | 976,161 | 21M | -19,549 | -2.0% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 885,349 | 19M | +36,365 | +4.3% | 11Q | SEC ↗ |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 735,847 | 16M | -68,247 | -8.5% | 13Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 532,804 | 12M | +5,582 | +1.1% | 7Q | SEC ↗ |
| 6 | D.A. DAVIDSON & CO. | 463,113 | 10M | +41,330 | +9.8% | 5Q | SEC ↗ |
| 7 | TRUIST FINANCIAL CORP | 449,649 | 10M | +75,973 | +20.3% | 11Q | SEC ↗ |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | 439,395 | 10M | +347,727 | +379.3% | 2Q | SEC ↗ |
| 9 | Probity Advisors, Inc. | 434,420 | 9M | +115,483 | +36.2% | 11Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 394,282 | 9M | +41,460 | +11.8% | 2Q | SEC ↗ |
| 11 | Legacy Private Trust Co. | 376,158 | 8M | +36,078 | +10.6% | 3Q | SEC ↗ |
| 12 | Snowden Capital Advisors LLC | 374,409 | 8M | +5,222 | +1.4% | 12Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 362,730 | 8M | +11,659 | +3.3% | 16Q | SEC ↗ |
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 345,777 | 7M | +41,366 | +13.6% | 6Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 328,090 | 7M | +45,325 | +16.0% | 7Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 312,533 | 7M | -238,876 | -43.3% | 4Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 300,781 | 7M | +20,836 | +7.4% | 9Q | SEC ↗ |
| 18 | Atlantic Private Wealth, LLC | 293,989 | 6M | +59,363 | +25.3% | 12Q | SEC ↗ |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 220,616 | 5M | +21,547 | +10.8% | 4Q | SEC ↗ |
| 20 | Asset Dedication, LLC | 220,155 | 5M | +31,139 | +16.5% | 9Q | SEC ↗ |
| 21 | Stockman Wealth Management, Inc. | 218,588 | 5M | +17,972 | +9.0% | 5Q | SEC ↗ |
| 22 | Yoder Wealth Management, Inc. | 216,814 | 5M | +61,484 | +39.6% | 7Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 203,434 | 4M | +15,446 | +8.2% | 14Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 183,319 | 4M | +38,047 | +26.2% | 14Q | SEC ↗ |
| 25 | Accretive Wealth Partners, LLC | 182,878 | 4M | +35,116 | +23.8% | 11Q | SEC ↗ |
| 26 | PARK AVENUE SECURITIES LLC | 177,908 | 4M | +10,195 | +6.1% | 12Q | SEC ↗ |
| 27 | Parallel Advisors, LLC | 177,585 | 4M | +14,715 | +9.0% | 3Q | SEC ↗ |
| 28 | LPL Financial LLC | 169,364 | 4M | -13,396 | -7.3% | 13Q | SEC ↗ |
| 29 | JAMES INVESTMENT RESEARCH, INC. | 164,188 | 4M | +8,393 | +5.4% | 11Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 157,946 | 3M | -2,162 | -1.4% | 8Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 156,395 | 3M | +30,528 | +24.3% | 2Q | SEC ↗ |
| 32 | THOROUGHBRED FINANCIAL SERVICES, LLC | 125,114 | 3M | +16,512 | +15.2% | 9Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 121,448 | 3M | +37,913 | +45.4% | 4Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 119,249 | 3M | -8,965 | -7.0% | 13Q | SEC ↗ |
| 35 | CENTRAL TRUST Co | 118,224 | 3M | +11,723 | +11.0% | 13Q | SEC ↗ |
| 36 | BOSTON FAMILY OFFICE LLC | 81,786 | 2M | +7,107 | +9.5% | 6Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 66,535 | 1M | -11,963 | -15.2% | 6Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 54,947 | 1M | +5,570 | +11.3% | 10Q | SEC ↗ |
| 39 | Cushing Capital Partners, LLC | 53,932 | 1M | +6,809 | +14.4% | 4Q | SEC ↗ |
| 40 | CWM, LLC | 53,034 | 1M | +781 | +1.5% | 9Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 53,019 | 1M | +6,898 | +15.0% | 10Q | SEC ↗ |
| 42 | Visionary Wealth Advisors | 52,951 | 1M | +7,247 | +15.9% | 5Q | SEC ↗ |
| 43 | VERUS CAPITAL PARTNERS, LLC | 49,452 | 1M | +2,800 | +6.0% | 4Q | SEC ↗ |
| 44 | FIRST NATIONAL BANK OF OMAHA | 47,922 | 1M | -2,502 | -5.0% | 3Q | SEC ↗ |
| 45 | Reliant Wealth Planning | 40,753 | 884K | — | +0.0% | 5Q | SEC ↗ |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 35,972 | 780K | +22 | +0.1% | 15Q | SEC ↗ |
| 47 | BENJAMIN EDWARDS INC | 31,918 | 692K | +978 | +3.2% | 5Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 30,150 | 654K | +7,683 | +34.2% | 13Q | SEC ↗ |
| 49 | CAPTRUST FINANCIAL ADVISORS | 29,537 | 641K | +17 | +0.1% | 5Q | SEC ↗ |
| 50 | L2 Asset Management, LLC | 29,150 | 632K | +1,288 | +4.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 23,976 | 520K |
| Belpointe Asset Management LLC | 16,695 | 362K |
| Single Point Partners, LLC | 14,585 | 316K |
| Vestmark Advisory Solutions, Inc. | 11,934 | 259K |
| Great Diamond Partners, LLC | 11,852 | 257K |
| MONECO ADVISORS, LLC | 10,223 | 222K |
| MATHER GROUP, LLC. | 3,788 | 82K |
| FIDUCIARY FINANCIAL ADVISORS | 3,689 | 80K |
| McIlrath & Eck, LLC | 3,162 | 69K |
| FMR LLC | 2,750 | 60K |
| LOGAN CAPITAL MANAGEMENT INC | 609 | 13K |
| BANK OF MONTREAL /CAN | 555 | 12K |
| NBH Bank | 249 | 5K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Parcion Private Wealth LLC | 893,909 | 19M |
| CITADEL ADVISORS LLC | 192,879 | 4M |
| Sanctuary Advisors, LLC | 96,824 | 2M |
| Tower Research Capital LLC (TRC) | 83,123 | 2M |
| HARMONY ASSET MANAGEMENT LLC | 38,527 | 835K |
| EVEXIA WEALTH LLC | 28,263 | 613K |
| Walleye Partners, LLC | 16,900 | 366K |
| Keeler Thomas Management LLC | 12,755 | 277K |
| MBA Advisors LLC | 12,030 | 261K |
| REBALANCE, LLC | 9,694 | 210K |
| STAR Financial Bank | 9,002 | 195K |
| HRT FINANCIAL LP | 8,826 | 191K |
| Avantax Planning Partners, Inc. | 8,711 | 189K |
| Clayton Financial Group LLC | 5,763 | 125K |
| Advisory Services Network, LLC | 1,512 | 33K |
| Noble Wealth Management PBC | 1,500 | 33K |
| Allworth Financial LP | 907 | 20K |
| Intentional Wealth Strategies, LLC | 616 | 13K |
| Root Financial Partners, LLC | 299 | 6K |
| HAZLETT, BURT & WATSON, INC. | 173 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | +347,727 | +379.3% | 439,395 |
| Krilogy Financial LLC | +169,863 | +6.9% | 2,618,176 |
| Probity Advisors, Inc. | +115,483 | +36.2% | 434,420 |
| TRUIST FINANCIAL CORP | +75,973 | +20.3% | 449,649 |
| Yoder Wealth Management, Inc. | +61,484 | +39.6% | 216,814 |
| Atlantic Private Wealth, LLC | +59,363 | +25.3% | 293,989 |
| AMERIPRISE FINANCIAL INC | +45,325 | +16.0% | 328,090 |
| ENVESTNET ASSET MANAGEMENT INC | +41,460 | +11.8% | 394,282 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +41,366 | +13.6% | 345,777 |
| D.A. DAVIDSON & CO. | +41,330 | +9.8% | 463,113 |
| ROYAL BANK OF CANADA | +38,047 | +26.2% | 183,319 |
| GOLDMAN SACHS GROUP INC | +37,913 | +45.4% | 121,448 |
| MORGAN STANLEY | +36,365 | +4.3% | 885,349 |
| Legacy Private Trust Co. | +36,078 | +10.6% | 376,158 |
| Accretive Wealth Partners, LLC | +35,116 | +23.8% | 182,878 |
| Asset Dedication, LLC | +31,139 | +16.5% | 220,155 |
| Cambridge Investment Research Advis | +30,528 | +24.3% | 156,395 |
| MERCER GLOBAL ADVISORS INC /ADV | +21,547 | +10.8% | 220,616 |
| HighTower Advisors, LLC | +20,836 | +7.4% | 300,781 |
| Stockman Wealth Management, Inc. | +17,972 | +9.0% | 218,588 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Janney Montgomery Scott LLC | -238,876 | -43.3% | 312,533 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -68,247 | -8.5% | 735,847 |
| JANE STREET GROUP, LLC | -29,184 | -55.7% | 23,189 |
| UBS Group AG | -19,549 | -2.0% | 976,161 |
| LPL Financial LLC | -13,396 | -7.3% | 169,364 |
| Cetera Investment Advisers | -11,963 | -15.2% | 66,535 |
| STIFEL FINANCIAL CORP | -8,965 | -7.0% | 119,249 |
| Integrated Wealth Concepts LLC | -3,417 | -11.1% | 27,249 |
| FIRST NATIONAL BANK OF OMAHA | -2,502 | -5.0% | 47,922 |
| NewEdge Advisors, LLC | -2,162 | -1.4% | 157,946 |
| Gladstone Institutional Advisory LL | -1,338 | -11.7% | 10,126 |
| Associated Banc-Corp | -1,273 | -5.3% | 22,670 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -997 | -9.8% | 9,152 |
| CARY STREET PARTNERS FINANCIAL LLC | -405 | -2.8% | 14,208 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -266 | -1.9% | 14,098 |
| HEADINVEST, LLC | -177 | -0.9% | 20,602 |