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 |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
12,977
shares
|
$311,188
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
12,657
shares
|
$303,514
0.01% of portfolio
|
Q1 2024
Closed
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
12,647
shares
|
$303,275
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
12,109
shares
|
$290,373
0.06% of portfolio
|
Q1 2024
Added 0.74%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
12,109
shares
|
$290,373
0.04% of portfolio
|
Q1 2023
New holding
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
11,936
shares
|
$286,225
0.03% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
11,789
shares
|
$282,700
0.01% of portfolio
|
Q1 2024
Added 0.73%
|
|
Claro Advisors LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
11,690
shares
|
$280,326
0.05% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 06, 2024 Q1 2024 |
11,549
shares
|
$276,945
0.2% of portfolio
|
Q1 2024
Reduced 21.39%
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,270
shares
|
$270,254
0.06% of portfolio
|
Q1 2024
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
11,120
shares
|
$266,657
0.01% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
11,064
shares
|
$265,314
0.06% of portfolio
|
Q1 2024
Added 3.51%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 02, 2024 Q1 2024 |
10,997
shares
|
$263,708
0.05% of portfolio
|
Q1 2024
Reduced 8.69%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
10,952
shares
|
$262,628
0.02% of portfolio
|
Q1 2024
Added 0.75%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
10,583
shares
|
$253,780
0.08% of portfolio
|
Q1 2024
Added 1449.49%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
10,446
shares
|
$250,495
0.04% of portfolio
|
Q1 2024
Reduced 58.7%
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2024 Q1 2024 |
9,878
shares
|
$236,874
0.03% of portfolio
|
Q1 2024
Added 16.24%
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 14, 2024 Q1 2024 |
9,545
shares
|
$228,889
0.21% of portfolio
|
Q1 2024
New holding
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
9,519
shares
|
$228,265
0.04% of portfolio
|
Q1 2024
Reduced 35.56%
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
9,486
shares
|
$227,474
10.43% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
9,143
shares
|
$219,249
0.04% of portfolio
|
Q1 2024
Reduced 86.41%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
9,038
shares
|
$216,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
8,816
shares
|
$211,407
0.04% of portfolio
|
Q1 2024
Reduced 46.59%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
8,800
shares
|
$211,024
0.04% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
G&S Capital LLC
|
Apr 15, 2024 Q1 2024 |
8,755
shares
|
$209,944
0.1% of portfolio
|
Q1 2024
Added 0.72%
|