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 |
---|---|---|---|---|---|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
45,809
shares
|
$1.1 Million
0.64% of portfolio
|
Q1 2024
Added 11.06%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
42,777
shares
|
$1.03 Million
0.17% of portfolio
|
Q1 2024
Added 4580.2%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
42,699
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2024
Added 4.37%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
42,400
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.32%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
40,491
shares
|
$970,974
0.11% of portfolio
|
Q1 2024
Added 36.98%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
38,210
shares
|
$916,275
0.59% of portfolio
|
Q4 2023
Added 15.19%
|
|
Crestmont Private Wealth LLC
|
Apr 11, 2024 Q1 2024 |
37,690
shares
|
$903,806
0.45% of portfolio
|
Q1 2024
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
37,187
shares
|
$891,744
0.73% of portfolio
|
Q4 2023
Reduced 12.01%
|
|
Reliant Wealth Planning
|
May 14, 2024 Q1 2024 |
36,877
shares
|
$884,310
0.42% of portfolio
|
Q1 2024
Added 1.37%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
36,736
shares
|
$880,929
0.01% of portfolio
|
Q1 2024
Added 192.46%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
36,693
shares
|
$879,898
0.03% of portfolio
|
Q1 2024
Reduced 45.66%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
34,621
shares
|
$830,211
0.26% of portfolio
|
Q3 2023
New holding
|
|
Wealth Advisory Solutions, LLC
|
Apr 23, 2024 Q1 2024 |
33,746
shares
|
$809,229
0.21% of portfolio
|
Q1 2024
New holding
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 14, 2024 Q1 2024 |
33,698
shares
|
$808,078
0.38% of portfolio
|
Q1 2024
Added 11.53%
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
33,407
shares
|
$801,099
0.03% of portfolio
|
Q4 2022
Added 24.83%
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
31,729
shares
|
$760,861
0.54% of portfolio
|
Q1 2024
Added 30.05%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
30,770
shares
|
$737,864
0.02% of portfolio
|
Q1 2024
Added 16.43%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
29,941
shares
|
$717,985
0.02% of portfolio
|
Q4 2023
Added 13.1%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
29,473
shares
|
$706,762
0.0% of portfolio
|
Q1 2024
Added 14.52%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
29,445
shares
|
$706,091
0.03% of portfolio
|
Q1 2024
New holding
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 10, 2024 Q1 2024 |
28,852
shares
|
$691,870
0.2% of portfolio
|
Q1 2024
Added 185.97%
|
|
Compass Ion Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
28,098
shares
|
$673,790
0.1% of portfolio
|
Q1 2024
Added 19.55%
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 22, 2024 Q1 2024 |
27,391
shares
|
$656,836
0.46% of portfolio
|
Q1 2024
Added 29.22%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
27,128
shares
|
$650,529
0.0% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
27,115
shares
|
$650,217
0.17% of portfolio
|
Q1 2024
Added 6.01%
|