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 295 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,985,855
shares
|
$119 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,738,458
shares
|
$89.5 Million
1.54% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,502,931
shares
|
$83.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 85.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,483,427
shares
|
$83.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,945,160
shares
|
$46.6 Million
3.7% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,892,554
shares
|
$45.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,750,698
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,565,798
shares
|
$37.5 Million
0.25% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,551,571
shares
|
$37.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,488,794
shares
|
$35.6 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,328,892
shares
|
$31.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,198,830
shares
|
$28.7 Million
0.66% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,099,857
shares
|
$26.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,051,583
shares
|
$25.2 Million
1.14% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
905,926
shares
|
$21.7 Million
1.06% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
901,164
shares
|
$21.6 Million
1.93% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
870,916
shares
|
$20.8 Million
0.04% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
756,554
shares
|
$18.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
723,427
shares
|
$17.3 Million
7.92% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
657,419
shares
|
$15.7 Million
1.71% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
656,966
shares
|
$15.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
643,678
shares
|
$15.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
638,378
shares
|
$15.3 Million
5.87% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
598,727
shares
|
$14.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
570,644
shares
|
$13.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.24%
|