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 |
|---|---|---|---|---|---|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
14,382
shares
|
$343,298
0.13% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
14,316
shares
|
$341,722
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,308
shares
|
$341,531
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
14,185
shares
|
$338,595
0.27% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,139
shares
|
$337,497
0.03% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
13,924
shares
|
$332,365
0.07% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,229
shares
|
$315,776
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,781
shares
|
$305,082
0.01% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
12,670
shares
|
$302,432
0.08% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,477
shares
|
$297,825
0.01% of portfolio
|
Q3 2024
Reduced 29.71%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
12,402
shares
|
$296,035
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
12,109
shares
|
$289,041
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,967
shares
|
$285,652
0.04% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
11,844
shares
|
$282,716
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
11,565
shares
|
$276,056
0.07% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,565
shares
|
$276,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,270
shares
|
$269,014
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
11,263
shares
|
$268,847
0.05% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
11,115
shares
|
$265,315
0.25% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
10,703
shares
|
$255,480
0.07% of portfolio
|
Q3 2024
Reduced 56.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
10,464
shares
|
$249,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
10,459
shares
|
$249,656
0.02% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
10,436
shares
|
$249,107
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
10,252
shares
|
$244,715
0.08% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
9,994
shares
|
$238,556
0.0% of portfolio
|
Q3 2024
Added 2.73%
|