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 224 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,897
shares
|
$45,281
0.0% of portfolio
|
Q3 2023
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
|
|
|
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
|
|
|
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%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
447
shares
|
$10,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
311
shares
|
$7,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
272
shares
|
$6,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
252
shares
|
$6,015
0.0% of portfolio
|
Q3 2024
Reduced 98.38%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
210
shares
|
$5,012
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
194
shares
|
$4,630
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
172
shares
|
$4,105
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
168
shares
|
$4,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
127
shares
|
$3,031
0.0% of portfolio
|
Q3 2024
Reduced 56.06%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
121
shares
|
$2,888
0.0% of portfolio
|
Q4 2024
Reduced 97.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
51
shares
|
$1,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
46
shares
|
$1,098
0.0% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
40
shares
|
$954
0.0% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|