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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
161,180
shares
|
$3.85 Million
1.73% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
160,322
shares
|
$3.83 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
159,235
shares
|
$3.8 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
157,421
shares
|
$3.76 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
151,947
shares
|
$3.63 Million
0.13% of portfolio
|
Q3 2024
Added 40.62%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
151,420
shares
|
$3.61 Million
1.7% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
138,033
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
131,295
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
127,765
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
124,411
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
123,575
shares
|
$2.95 Million
0.58% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
121,975
shares
|
$2.91 Million
0.19% of portfolio
|
Q4 2023
Added 22.15%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
118,430
shares
|
$2.83 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
117,673
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
115,372
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 88.95%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
111,195
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
109,451
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.21%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
104,071
shares
|
$2.48 Million
0.88% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
101,694
shares
|
$2.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
98,290
shares
|
$2.35 Million
0.25% of portfolio
|
Q3 2024
Added 77.68%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
96,971
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
94,205
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
91,265
shares
|
$2.18 Million
0.97% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
90,922
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
82,791
shares
|
$1.98 Million
0.43% of portfolio
|
Q3 2024
Added 0.12%
|