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 67 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,985,855
shares
|
$119 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,502,931
shares
|
$83.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 85.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,483,427
shares
|
$83.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,488,794
shares
|
$35.5 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,328,892
shares
|
$31.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.65%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
905,926
shares
|
$21.6 Million
1.06% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
756,554
shares
|
$18.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
555,546
shares
|
$13.3 Million
0.2% of portfolio
|
Q3 2023
Reduced 85.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
551,741
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
496,217
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
475,208
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
358,600
shares
|
$8.56 Million
0.44% of portfolio
|
Q3 2024
Added 1030.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
329,671
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
326,628
shares
|
$7.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
317,873
shares
|
$7.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,866
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
232,672
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
223,111
shares
|
$5.33 Million
0.44% of portfolio
|
Q4 2022
Added 16.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
220,456
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
207,181
shares
|
$4.95 Million
0.0% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
206,078
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
196,296
shares
|
$4.69 Million
0.31% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
187,477
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
181,869
shares
|
$4.34 Million
3.69% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
170,358
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
New holding
|