Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds 2031 Term High Yield and Income ETF include Captrust Financial Advisors, Raymond James Financial Inc, and Barrett & Company, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,774 | 46 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 44,242 | 3.39 | 1,148 | 5.61 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31,762 | 75.23 | 824 | 79.13 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 42,112 | 34.03 | 1,093 | 36.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8,336 | 11.88 | 216 | 14.29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,355 | 217 | ||||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 91,559 | 13.78 | 2,376 | 16.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 500 | 2.25 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,939 | 128 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
