Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBTE)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBTE). We have compiled data on the 298 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
23,856,958
shares
|
$573 Million
1.85% of portfolio
|
Q2 2024
Added 11.34%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,243,387
shares
|
$126 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
3,927,696
shares
|
$94.3 Million
1.71% of portfolio
|
Q2 2024
Added 7.22%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,659,108
shares
|
$87.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,216,722
shares
|
$53.2 Million
0.01% of portfolio
|
Q2 2024
Added 5.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,127,474
shares
|
$51.1 Million
0.03% of portfolio
|
Q2 2024
Added 1.06%
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
1,998,580
shares
|
$48 Million
4.02% of portfolio
|
Q2 2024
Added 3.9%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,944,163
shares
|
$46.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
1,554,744
shares
|
$37.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,530,228
shares
|
$36.7 Million
0.27% of portfolio
|
Q2 2024
Added 1.81%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,488,794
shares
|
$35.7 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
1,358,337
shares
|
$32.6 Million
1.55% of portfolio
|
Q2 2024
Added 10.6%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
1,277,845
shares
|
$30.7 Million
0.66% of portfolio
|
Q2 2024
Added 6.99%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
1,237,045
shares
|
$29.7 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,044,020
shares
|
$25.1 Million
0.27% of portfolio
|
Q2 2024
Added 7.03%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
909,284
shares
|
$21.8 Million
5.54% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
884,412
shares
|
$21.2 Million
0.3% of portfolio
|
Q2 2024
Added 1.71%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
872,137
shares
|
$20.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 15.41%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
870,387
shares
|
$20.9 Million
1.08% of portfolio
|
Q2 2024
Added 11.38%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
866,339
shares
|
$20.8 Million
2.37% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Campbell Wealth Management
|
Aug 07, 2024 Q2 2024 |
865,768
shares
|
$20.8 Million
6.71% of portfolio
|
Q2 2024
Added 4.67%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
826,302
shares
|
$19.8 Million
0.04% of portfolio
|
Q2 2024
Added 7.23%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
770,989
shares
|
$18.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
748,882
shares
|
$18 Million
0.91% of portfolio
|
Q2 2024
Added 8808.9%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
747,588
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2024
Added 3.99%
|