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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
555,546
shares
|
$13.3 Million
0.2% of portfolio
|
Q3 2023
Reduced 85.25%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
513,961
shares
|
$12.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
508,261
shares
|
$12.2 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
504,830
shares
|
$12.1 Million
0.9% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
502,724
shares
|
$12 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
497,623
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
496,217
shares
|
$11.9 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
480,055
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,208
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
424,207
shares
|
$10.2 Million
0.84% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
422,909
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
418,447
shares
|
$10 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
399,950
shares
|
$9.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
367,015
shares
|
$8.79 Million
4.13% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
358,600
shares
|
$8.58 Million
0.44% of portfolio
|
Q3 2024
Added 1030.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
355,594
shares
|
$8.51 Million
0.02% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
348,927
shares
|
$8.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
346,961
shares
|
$8.31 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
343,389
shares
|
$8.22 Million
1.19% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
329,671
shares
|
$7.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
326,628
shares
|
$7.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
317,873
shares
|
$7.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
313,347
shares
|
$7.5 Million
1.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
309,738
shares
|
$7.42 Million
0.31% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
288,678
shares
|
$6.91 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|