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 |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
17,875
shares
|
$429,000
0.04% of portfolio
|
Q1 2024
Reduced 10.96%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,750
shares
|
$426,000
0.01% of portfolio
|
Q2 2024
Added 36.78%
|
|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
17,465
shares
|
$419,160
0.11% of portfolio
|
Q2 2024
Added 10.59%
|
|
American Planning Services, Inc.
Sun City Center, FL |
Aug 09, 2024 Q2 2024 |
17,432
shares
|
$418,368
0.32% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
17,242
shares
|
$413,808
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
16,775
shares
|
$402,600
0.05% of portfolio
|
Q4 2023
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16,669
shares
|
$400,056
0.04% of portfolio
|
Q4 2022
Added 54.39%
|
|
Greenfield Savings Bank
|
Jul 10, 2024 Q2 2024 |
15,793
shares
|
$379,032
0.19% of portfolio
|
Q2 2024
Added 8.77%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
15,517
shares
|
$372,408
0.0% of portfolio
|
Q2 2024
Reduced 87.09%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
14,651
shares
|
$351,624
0.0% of portfolio
|
Q1 2024
Reduced 15.11%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
14,500
shares
|
$348,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
14,399
shares
|
$345,576
0.02% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 22, 2024 Q2 2024 |
14,380
shares
|
$345,120
0.13% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
13,924
shares
|
$334,176
0.07% of portfolio
|
Q2 2024
Added 3.72%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
13,789
shares
|
$330,936
0.01% of portfolio
|
Q2 2024
Reduced 18.39%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
13,193
shares
|
$316,632
0.02% of portfolio
|
Q2 2024
Added 0.26%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
12,863
shares
|
$308,712
0.03% of portfolio
|
Q2 2024
Reduced 94.68%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
12,765
shares
|
$306,360
0.05% of portfolio
|
Q2 2024
Added 22.2%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
12,670
shares
|
$304,080
0.08% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
12,488
shares
|
$299,712
0.07% of portfolio
|
Q2 2024
Reduced 32.49%
|
|
Strid Group, LLC
|
Jul 17, 2024 Q2 2024 |
12,431
shares
|
$298,344
0.05% of portfolio
|
Q2 2024
Reduced 33.41%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
12,250
shares
|
$294,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
12,109
shares
|
$290,616
0.04% of portfolio
|
Q1 2023
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
12,035
shares
|
$288,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
11,927
shares
|
$286,248
0.01% of portfolio
|
Q2 2024
Added 1.17%
|