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 297 institutions that hold shares in the stock, with a total of 92 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
21,426,891
shares
|
$514 Million
1.71% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,349,392
shares
|
$128 Million
0.01% of portfolio
|
Q1 2024
Added 19.87%
|
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
3,663,218
shares
|
$87.8 Million
1.63% of portfolio
|
Q1 2024
Added 66.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,396,289
shares
|
$81.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,373,403
shares
|
$56.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 31.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,105,231
shares
|
$50.5 Million
0.03% of portfolio
|
Q1 2024
Added 24.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,101,842
shares
|
$50.4 Million
0.01% of portfolio
|
Q1 2024
Added 1.93%
|
|
|
Hills Bank & Trust CO
|
May 08, 2024 Q1 2024 |
1,923,568
shares
|
$46.1 Million
3.94% of portfolio
|
Q1 2024
Added 20.85%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,802,701
shares
|
$43.2 Million
0.07% of portfolio
|
Q1 2024
Added 36.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,503,059
shares
|
$36 Million
0.32% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,488,794
shares
|
$35.7 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
1,243,958
shares
|
$29.8 Million
0.7% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,243,764
shares
|
$29.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.75%
|
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
1,228,136
shares
|
$29.5 Million
1.34% of portfolio
|
Q1 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,194,315
shares
|
$28.6 Million
0.65% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,163,464
shares
|
$27.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 15, 2024 Q1 2024 |
1,150,336
shares
|
$27.6 Million
5.05% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,030,977
shares
|
$24.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
975,490
shares
|
$23.4 Million
0.27% of portfolio
|
Q1 2024
Added 7.64%
|
|
|
Financial Strategies Group, Inc.
|
Apr 18, 2024 Q1 2024 |
915,760
shares
|
$22 Million
5.86% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
869,523
shares
|
$20.9 Million
0.31% of portfolio
|
Q1 2024
Added 14.93%
|
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
868,720
shares
|
$20.8 Million
2.42% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Campbell Wealth Management
|
May 09, 2024 Q1 2024 |
827,163
shares
|
$19.8 Million
1.97% of portfolio
|
Q1 2024
Reduced 54.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
787,455
shares
|
$18.9 Million
0.07% of portfolio
|
Q1 2024
Added 13.26%
|
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
781,434
shares
|
$18.7 Million
1.0% of portfolio
|
Q1 2024
Added 23.57%
|
|