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 298 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
104,040
shares
|
$2.5 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
101,272
shares
|
$2.43 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
94,311
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.94%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
94,138
shares
|
$2.26 Million
0.73% of portfolio
|
Q2 2024
Added 0.3%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
90,611
shares
|
$2.17 Million
0.04% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
89,914
shares
|
$2.16 Million
1.05% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 31, 2024 Q2 2024 |
88,939
shares
|
$2.13 Million
0.8% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
84,892
shares
|
$2.04 Million
1.63% of portfolio
|
Q2 2024
Added 1.12%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
84,032
shares
|
$2.02 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Stockman Wealth Management, Inc.
|
Jul 31, 2024 Q2 2024 |
83,934
shares
|
$2.01 Million
0.36% of portfolio
|
Q2 2024
Added 0.91%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
82,723
shares
|
$1.99 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
82,690
shares
|
$1.98 Million
0.46% of portfolio
|
Q2 2024
Added 67.34%
|
|
Safeguard Financial, LLC
|
Aug 07, 2024 Q2 2024 |
80,122
shares
|
$1.92 Million
0.54% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
79,749
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2024
Added 18.38%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
79,288
shares
|
$1.9 Million
0.16% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
76,814
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2024
Added 0.87%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
76,235
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2024
Reduced 38.22%
|
|
True Link Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
75,445
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2024
Reduced 17.27%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
74,722
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2023
Added 44.33%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
74,039
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
73,806
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Reduced 56.77%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
71,545
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.72%
|
|
Chatham Capital Group, Inc.
|
Jul 15, 2024 Q2 2024 |
70,375
shares
|
$1.69 Million
0.3% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
67,478
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2024
Added 2.87%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
65,206
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2024
Added 16.49%
|