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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
53,042
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
53,011
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Added 55.1%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
51,459
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
51,441
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2024
Reduced 25.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
49,672
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
49,528
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
48,374
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.81%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
47,982
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
46,649
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
45,650
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
45,310
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
44,681
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
44,636
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
44,204
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
42,845
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
42,698
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
42,400
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 20.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,181
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
40,238
shares
|
$960,481
0.02% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
39,854
shares
|
$951,314
0.07% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
39,600
shares
|
$945,252
0.29% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
38,641
shares
|
$922,360
0.75% of portfolio
|
Q3 2024
Reduced 16.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
37,610
shares
|
$897,750
0.04% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
37,600
shares
|
$897,512
0.08% of portfolio
|
Q3 2024
Reduced 50.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
36,743
shares
|
$877,055
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|