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 |
---|---|---|---|---|---|
Associated Banc Corp
Green Bay, WI |
May 09, 2024 Q1 2024 |
75,910
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
74,722
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2023
Added 44.33%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
70,874
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2024
Added 1.84%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
69,900
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2024
Added 5.88%
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
69,343
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
67,369
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2024
Added 25.41%
|
|
Old Port Advisors
|
Jun 26, 2024 Q1 2024 |
66,193
shares
|
$1.59 Million
0.49% of portfolio
|
Q1 2024
Reduced 44.84%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
65,595
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2024
Added 3.63%
|
|
Howland Capital Management LLC
|
May 03, 2024 Q1 2024 |
64,721
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2024
Added 0.61%
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2024 Q1 2024 |
64,180
shares
|
$1.54 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2024 Q1 2024 |
60,358
shares
|
$1.45 Million
1.19% of portfolio
|
Q1 2024
Added 70.42%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Apr 26, 2024 Q1 2024 |
56,811
shares
|
$1.36 Million
0.26% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Black Swift Group, LLC
Boulder, CO |
May 14, 2024 Q1 2024 |
56,215
shares
|
$1.35 Million
0.36% of portfolio
|
Q1 2024
Reduced 63.78%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
55,978
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2024
Added 3760.55%
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
54,705
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2024
Reduced 85.9%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
53,042
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
52,643
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 51.15%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 04, 2024 Q1 2024 |
52,026
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
51,344
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 25, 2024 Q1 2024 |
50,338
shares
|
$1.21 Million
0.24% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
Granite Bay Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
50,239
shares
|
$1.2 Million
0.68% of portfolio
|
Q1 2024
Reduced 99.0%
|
|
Gould Asset Management LLC
Claremont, CA |
May 03, 2024 Q1 2024 |
49,415
shares
|
$1.18 Million
0.29% of portfolio
|
Q1 2024
Added 59.33%
|
|
Portland Global Advisors LLC
|
May 08, 2024 Q1 2024 |
47,207
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
46,317
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2024
Added 4.44%
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
46,189
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2023
Added 340.1%
|