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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
288,678
shares
|
$6.89 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
288,235
shares
|
$6.88 Million
2.05% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
286,558
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,866
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
260,980
shares
|
$6.23 Million
2.02% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
239,092
shares
|
$5.71 Million
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
232,672
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
228,881
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
223,111
shares
|
$5.33 Million
0.44% of portfolio
|
Q4 2022
Added 16.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
222,544
shares
|
$5.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
221,183
shares
|
$5.28 Million
2.43% of portfolio
|
Q3 2024
Reduced 45.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
220,456
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
213,736
shares
|
$5.1 Million
2.11% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
210,285
shares
|
$5.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
207,181
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
206,078
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
202,536
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
199,232
shares
|
$4.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
196,296
shares
|
$4.69 Million
0.31% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
195,890
shares
|
$4.68 Million
1.12% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
187,477
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
181,869
shares
|
$4.34 Million
3.69% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
174,333
shares
|
$4.16 Million
3.19% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
170,358
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
162,019
shares
|
$3.87 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.84%
|