Who Owns ISHARES IBNDS DEC 2032 TT (IBTM)? -- Institutional Holders (2026-06-30)

123 institutions reported holding $337.3M of ISHARES IBNDS DEC 2032 TT (IBTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Krilogy Financial LLC ($59.4M), UBS Group AG ($22.2M), MORGAN STANLEY ($20.1M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($16.7M), RAYMOND JAMES FINANCIAL INC ($12.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Krilogy Financial LLC	$59.4M	2.6M	Added
2	UBS Group AG	$22.2M	976,161	Trimmed
3	MORGAN STANLEY	$20.1M	885,349	Added
4	CONFLUENCE INVESTMENT MANAGEMENT LLC	$16.7M	735,847	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$12.1M	532,804	Added
6	D.A. DAVIDSON & CO.	$10.5M	463,113	Added
7	TRUIST FINANCIAL CORP	$10.2M	449,649	Added
8	TITLEIST ASSET MANAGEMENT, LLC	$10.0M	439,395	Added
9	Probity Advisors, Inc.	$9.9M	434,420	Added
10	ENVESTNET ASSET MANAGEMENT INC	$8.9M	394,282	Added
11	Legacy Private Trust Co.	$8.5M	376,158	Added
12	Snowden Capital Advisors LLC	$8.5M	374,409	Added
13	WELLS FARGO & COMPANY/MN	$8.2M	362,730	Added
14	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$7.8M	345,777	Added
15	AMERIPRISE FINANCIAL INC	$7.4M	328,090	Added
16	Janney Montgomery Scott LLC	$7.1M	312,533	Trimmed
17	HighTower Advisors, LLC	$6.8M	300,781	Added
18	Atlantic Private Wealth, LLC	$6.7M	293,989	Added
19	MERCER GLOBAL ADVISORS INC /ADV	$5.0M	220,616	Added
20	Asset Dedication, LLC	$5.0M	220,155	Added
21	Stockman Wealth Management, Inc.	$5.0M	218,588	Added
22	Yoder Wealth Management, Inc.	$4.9M	216,814	Added
23	BANK OF AMERICA CORP /DE/	$4.6M	203,434	Added
24	Royal Bank of Canada	$4.2M	183,319	Added
25	Accretive Wealth Partners, LLC	$4.2M	182,878	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30