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 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,988
shares
|
$238,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
9,970
shares
|
$237,983
0.13% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
9,728
shares
|
$232,207
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
9,545
shares
|
$227,839
0.21% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,519
shares
|
$227,218
0.03% of portfolio
|
Q1 2024
Reduced 35.56%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
9,486
shares
|
$226,430
10.43% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,436
shares
|
$225,237
0.02% of portfolio
|
Q2 2024
Reduced 20.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
9,220
shares
|
$220,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
8,967
shares
|
$214,042
0.09% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
8,661
shares
|
$206,738
0.1% of portfolio
|
Q1 2024
Reduced 61.13%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,605
shares
|
$205,401
0.06% of portfolio
|
Q3 2024
Reduced 90.86%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
8,588
shares
|
$204,995
0.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,450
shares
|
$201,701
0.01% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
8,400
shares
|
$200,508
0.05% of portfolio
|
Q2 2024
Reduced 38.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
8,400
shares
|
$200,508
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
8,370
shares
|
$199,791
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,350
shares
|
$199,314
0.03% of portfolio
|
Q3 2024
Reduced 32.83%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
7,200
shares
|
$171,864
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,149
shares
|
$170,646
0.0% of portfolio
|
Q3 2024
Reduced 20.98%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
6,500
shares
|
$155,155
0.03% of portfolio
|
Q3 2021
Added 62.5%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,427
shares
|
$153,412
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
6,200
shares
|
$147,994
0.02% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
5,530
shares
|
$132,001
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
5,485
shares
|
$130,926
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,151
shares
|
$122,954
0.0% of portfolio
|
Q2 2024
New holding
|