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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Treasury Etf (IBTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 265    25
Total shares held : 
89,609,567  
% of shares held : 
9.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  86  
Amount of shares held : 
6,943,203  
% of shares held change : 
  0.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 4,910,480
 5.48%
 
Increased Positions :
124
 10,185,856
 11.37%
 
Unchanged Positions :
34
 494,575
 0.55%
 
Decreased Positions :
63
-6,547,290
-7.31%
 
Closed Positions :
19
-1,605,843
-1.79%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MONTECITO BANK & TRUST 110 - 2024-03-31 46,189 $1,106,000 0
   Horizons Wealth Management 25 - 2024-03-31 38,210 $912,000 0
   RAYMOND JAMES TRUST CO 571 - 2024-03-31 29,941 $717,000 0
   Atlantic Trust Group LLC 785 - 2024-03-31 25,200 $601,000 0
   CIBC WORLD MARKETS INC. 838 - 2023-12-31 21,950 $524,000 0
   WESPAC ADVISORS, LLC 106 - 2024-03-31 19,900 $476,000 0
   PRIVATE TRUST CO NA 379 - 2024-03-31 19,582 $469,000 0
   Arlington Trust Co LLC 92 - 2024-03-31 18,915 $453,000 0
   Cross Staff Investments Inc 70 - 2024-03-31 18,275 $438,000 0
   JAMES INVESTMENT RESEARCH INC 230 - 2024-03-31 16,775 $402,000 0
   BerganKDV Wealth Management LLC 184 - 2023-06-30 16,669 $397,000 0
   OLD SECOND NATIONAL BANK OF AURORA 108 - 2024-03-31 14,934 $358,000 0
   CI Private Wealth LLC 1793 - 2024-03-31 14,910 $357,000 0
   Glenview Trust Co 458 - 2023-12-31 8,400 $200,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 131 - 2024-03-31 6,500 $156,000 0
   Pinnacle Bank 289 - 2024-03-31 3,978 $95,000 0
   Steward Financial Group LLC 110 - 2023-09-30 3,254 $77,000 0
   GHP INVESTMENT ADVISORS INC 460 - 2024-03-31 3,176 $76,000 0
   Colonial Trust Co / SC 442 - 2023-12-31 3,067 $73,000 0
   CVA Family Office LLC 420 - 2024-03-31 2,940 $70,000 0
   Spectrum Wealth Counsel LLC 187 - 2024-03-31 2,780 $67,000 0
   HARBOR INVESTMENT ADVISORY LLC 548 - 2024-03-31 2,500 $60,000 0
   Capital Analysts Inc. 668 - 2023-12-31 1,897 $45,000 0
   HHM Wealth Advisors LLC 310 - 2023-12-31 1,750 $42,000 0
   West Branch Capital LLC 183 - 2024-03-31 1,500 $36,000 0
   FinTrust Capital Advisors LLC 612 - 2024-03-31 1,471 $35,000 0
   ROBBINS FARLEY LLC 83 - 2024-03-31 1,335 $32,000 0
   ADIRONDACK TRUST CO 308 - 2024-03-31 718 $17,000 0
   Sunbelt Securities Inc. 1336 - 2024-03-31 194 $5,000 0
   AllSquare Wealth Management LLC 423 - 2024-03-31 210 $5,000 0
   Key Financial Inc 996 - 2024-03-31 168 $4,000 0
   PROEQUITIES INC. 7045 - 2024-03-31 0 $0 0

  32 Records found
  1    
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