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 30 institutions that hold shares in the stock, with a total of 4.96 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,488,794
shares
|
$35.5 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
555,546
shares
|
$13.3 Million
0.2% of portfolio
|
Q3 2023
Reduced 85.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
551,741
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
496,217
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,208
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,866
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
223,111
shares
|
$5.33 Million
0.44% of portfolio
|
Q4 2022
Added 16.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
140,411
shares
|
$3.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 50.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
123,575
shares
|
$2.95 Million
0.58% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
121,975
shares
|
$2.91 Million
0.19% of portfolio
|
Q4 2023
Added 22.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
82,723
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
79,614
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
74,722
shares
|
$1.78 Million
0.2% of portfolio
|
Q2 2023
Added 44.33%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
54,778
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
53,042
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
34,621
shares
|
$826,403
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,372
shares
|
$605,629
0.03% of portfolio
|
Q4 2021
Reduced 3.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,361
shares
|
$509,887
0.01% of portfolio
|
Q3 2024
Reduced 28.66%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
17,349
shares
|
$414,120
0.36% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
16,669
shares
|
$397,889
0.04% of portfolio
|
Q4 2022
Added 54.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
12,109
shares
|
$289,041
0.04% of portfolio
|
Q1 2023
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
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,519
shares
|
$227,218
0.03% of portfolio
|
Q1 2024
Reduced 35.56%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
9,486
shares
|
$226,430
10.43% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,254
shares
|
$77,672
0.02% of portfolio
|
Q1 2023
New holding
|