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 |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
355,663
shares
|
$8.54 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
350,819
shares
|
$8.42 Million
2.39% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
345,172
shares
|
$8.28 Million
1.51% of portfolio
|
Q2 2024
Reduced 69.99%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
340,775
shares
|
$8.18 Million
0.01% of portfolio
|
Q2 2024
Added 11.59%
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 12, 2024 Q2 2024 |
331,864
shares
|
$7.96 Million
4.02% of portfolio
|
Q2 2024
Added 24.3%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
327,337
shares
|
$7.86 Million
0.02% of portfolio
|
Q2 2024
Reduced 16.04%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
309,738
shares
|
$7.43 Million
0.31% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
291,350
shares
|
$6.99 Million
0.23% of portfolio
|
Q2 2024
Added 6.8%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
282,062
shares
|
$6.77 Million
2.15% of portfolio
|
Q2 2024
Added 70.38%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
276,085
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 58.82%
|
|
Keeler T Homas Management LLC
|
Jul 23, 2024 Q2 2024 |
270,744
shares
|
$6.5 Million
2.24% of portfolio
|
Q2 2024
Added 0.55%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
253,612
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.25%
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
249,791
shares
|
$5.99 Million
0.19% of portfolio
|
Q2 2024
Reduced 13.32%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
237,756
shares
|
$5.71 Million
0.06% of portfolio
|
Q2 2024
Added 26.77%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
236,400
shares
|
$5.67 Million
0.41% of portfolio
|
Q2 2024
Reduced 19.12%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
230,997
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 20.52%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
230,742
shares
|
$5.54 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.78%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
227,353
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
226,368
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 54.81%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
223,111
shares
|
$5.35 Million
0.44% of portfolio
|
Q4 2022
Added 16.07%
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
221,873
shares
|
$5.32 Million
2.34% of portfolio
|
Q2 2024
Added 8.63%
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
219,561
shares
|
$5.27 Million
4.92% of portfolio
|
Q2 2024
Added 8.38%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
201,582
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
199,164
shares
|
$4.78 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
194,398
shares
|
$4.67 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.35%
|