Institutional Ownership Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,147,886
shares
|
$154 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,110,007
shares
|
$78.1 Million
0.01% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,837,199
shares
|
$71.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,701,434
shares
|
$67.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,925,276
shares
|
$48.4 Million
0.02% of portfolio
|
Q2 2024
Added 5.69%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
1,670,800
shares
|
$42 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,528,387
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,329,330
shares
|
$33.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
1,319,780
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,250,521
shares
|
$31.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,101,714
shares
|
$27.7 Million
4.52% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,092,742
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
1,062,701
shares
|
$26.7 Million
1.44% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,059,672
shares
|
$26.6 Million
0.09% of portfolio
|
Q2 2024
Added 16.28%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
979,230
shares
|
$24.6 Million
1.27% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
921,558
shares
|
$23.1 Million
0.57% of portfolio
|
Q1 2024
Added 3.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
916,878
shares
|
$23 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
825,986
shares
|
$20.7 Million
1.02% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
805,215
shares
|
$20.2 Million
2.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
804,501
shares
|
$20.2 Million
2.1% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
794,800
shares
|
$20 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
696,876
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 50.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
691,302
shares
|
$17.4 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
637,654
shares
|
$16 Million
5.19% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
625,466
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.56%
|