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 289 institutions that hold shares in the stock, with a total of 61.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,070
shares
|
$73,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,004
shares
|
$71,705
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,805
shares
|
$66,955
0.0% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2,796
shares
|
$66,740
0.02% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,738
shares
|
$65,356
0.01% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,500
shares
|
$59,675
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,086
shares
|
$49,792
0.01% of portfolio
|
Q3 2024
Reduced 47.56%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,039
shares
|
$48,670
0.02% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,897
shares
|
$45,281
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,750
shares
|
$41,772
0.01% of portfolio
|
Q2 2023
Added 2970.18%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
1,713
shares
|
$40,889
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$35,805
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,471
shares
|
$35,112
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,423
shares
|
$33,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,400
shares
|
$33,418
0.0% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,335
shares
|
$31,866
0.02% of portfolio
|
Q3 2023
Added 60.07%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,170
shares
|
$27,927
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
1,010
shares
|
$24,108
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
965
shares
|
$23,034
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
936
shares
|
$22,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
718
shares
|
$17,138
0.01% of portfolio
|
Q3 2023
Added 43.6%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
666
shares
|
$15,897
0.0% of portfolio
|
Q1 2024
Added 11.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
604
shares
|
$14,417
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
595
shares
|
$14,202
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
563
shares
|
$13,438
0.37% of portfolio
|
Q3 2024
Reduced 99.92%
|