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 |
---|---|---|---|---|---|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
27,115
shares
|
$650,217
0.04% of portfolio
|
Q1 2024
New holding
|
|
Fairhaven Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
25,803
shares
|
$618,755
0.21% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
25,634
shares
|
$614,703
0.2% of portfolio
|
Q1 2024
Added 100.47%
|
|
Asset Advisors Investment Management, LLC
|
May 14, 2024 Q1 2024 |
25,587
shares
|
$613,576
0.07% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,372
shares
|
$608,420
0.03% of portfolio
|
Q4 2021
Reduced 3.86%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
25,200
shares
|
$604,296
0.0% of portfolio
|
Q2 2023
Reduced 6.75%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
24,892
shares
|
$596,910
0.02% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
Erts Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
24,520
shares
|
$587,989
0.12% of portfolio
|
Q1 2024
Added 32.94%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
23,837
shares
|
$571,611
0.02% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Atwater Malick LLC
|
Apr 16, 2024 Q1 2024 |
23,573
shares
|
$565,280
0.2% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
23,017
shares
|
$551,947
0.03% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
21,950
shares
|
$526,361
0.0% of portfolio
|
Q3 2023
New holding
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
21,864
shares
|
$524,298
0.14% of portfolio
|
Q1 2024
Reduced 40.74%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
21,861
shares
|
$524,226
0.25% of portfolio
|
Q1 2024
Added 0.18%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Apr 30, 2024 Q1 2024 |
20,346
shares
|
$487,897
0.33% of portfolio
|
Q1 2024
Added 55.11%
|
|
Wespac Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
19,900
shares
|
$477,202
0.28% of portfolio
|
Q4 2023
Reduced 6.84%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
19,654
shares
|
$471,302
0.01% of portfolio
|
Q1 2024
Reduced 5.85%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
19,582
shares
|
$469,576
0.05% of portfolio
|
Q4 2023
Added 14.42%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
May 13, 2024 Q1 2024 |
19,499
shares
|
$467,586
0.07% of portfolio
|
Q4 2023
Added 8.42%
|
|
Straight Path Wealth Management
|
Apr 30, 2024 Q1 2024 |
19,224
shares
|
$460,991
0.26% of portfolio
|
Q1 2024
Added 8.35%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
19,185
shares
|
$460,056
0.17% of portfolio
|
Q1 2024
New holding
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
19,093
shares
|
$457,850
0.33% of portfolio
|
Q1 2024
Added 12.38%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
18,915
shares
|
$453,581
0.12% of portfolio
|
Q3 2023
New holding
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
18,705
shares
|
$448,545
0.01% of portfolio
|
Q1 2024
New holding
|
|
Signature Wealth Management Group
|
Apr 22, 2024 Q1 2024 |
18,669
shares
|
$447,682
0.2% of portfolio
|
Q1 2024
Added 22.37%
|