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 |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
25,040
shares
|
$600,960
0.02% of portfolio
|
Q2 2024
Added 0.59%
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
24,379
shares
|
$585,096
0.17% of portfolio
|
Q2 2024
Reduced 15.5%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
24,228
shares
|
$581,472
0.03% of portfolio
|
Q2 2024
Added 5.26%
|
|
Atwater Malick LLC
|
Jul 17, 2024 Q2 2024 |
23,443
shares
|
$562,632
0.19% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
23,145
shares
|
$555,480
0.0% of portfolio
|
Q2 2024
Reduced 37.0%
|
|
Erts Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
22,845
shares
|
$548,280
0.11% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
22,322
shares
|
$535,728
0.01% of portfolio
|
Q2 2024
Reduced 56.52%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
21,950
shares
|
$526,800
0.0% of portfolio
|
Q3 2023
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
21,923
shares
|
$526,152
0.24% of portfolio
|
Q2 2024
Added 0.28%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
21,225
shares
|
$509,400
0.05% of portfolio
|
Q2 2024
New holding
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 26, 2024 Q2 2024 |
20,744
shares
|
$497,856
0.32% of portfolio
|
Q2 2024
Added 1.96%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
19,973
shares
|
$479,352
0.02% of portfolio
|
Q2 2024
Reduced 16.21%
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
19,900
shares
|
$477,600
0.38% of portfolio
|
Q4 2023
Reduced 6.84%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
19,659
shares
|
$471,816
0.02% of portfolio
|
Q2 2024
Reduced 79.51%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
19,621
shares
|
$470,904
0.42% of portfolio
|
Q2 2024
Added 34.33%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
19,582
shares
|
$469,968
0.05% of portfolio
|
Q4 2023
Added 14.42%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Aug 02, 2024 Q2 2024 |
19,499
shares
|
$467,976
0.07% of portfolio
|
Q4 2023
Added 8.42%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
19,282
shares
|
$462,768
0.03% of portfolio
|
Q2 2024
Added 10.33%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
19,234
shares
|
$461,616
0.01% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
19,154
shares
|
$459,696
0.07% of portfolio
|
Q2 2024
Added 3.57%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
18,935
shares
|
$454,440
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
Signature Wealth Management Group
|
Jul 15, 2024 Q2 2024 |
18,891
shares
|
$453,384
0.2% of portfolio
|
Q2 2024
Added 1.19%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
18,793
shares
|
$451,032
0.23% of portfolio
|
Q2 2024
Added 1.28%
|
|
Cross Staff Investments Inc
|
Aug 06, 2024 Q2 2024 |
18,275
shares
|
$438,600
0.37% of portfolio
|
Q3 2023
Reduced 7.59%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
18,251
shares
|
$438,024
0.23% of portfolio
|
Q2 2024
Reduced 5.06%
|