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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
82,723
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
82,714
shares
|
$1.97 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
80,568
shares
|
$1.92 Million
0.46% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
80,145
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
79,151
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
77,999
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
74,722
shares
|
$1.78 Million
0.2% of portfolio
|
Q2 2023
Added 44.33%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
73,383
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
72,385
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
71,863
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
71,139
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
70,902
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
69,882
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
68,904
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Reduced 38.26%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
67,726
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
67,189
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2024
Added 85.18%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,331
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
64,550
shares
|
$1.54 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
64,180
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
62,488
shares
|
$1.49 Million
0.26% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
62,298
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
61,707
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 257.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
58,932
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
54,778
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
54,419
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.3%
|