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 |
|---|---|---|---|---|---|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
23,754
shares
|
$596,700
0.19% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
23,616
shares
|
$593,233
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
23,296
shares
|
$585,195
0.15% of portfolio
|
Q2 2024
Reduced 20.13%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
22,769
shares
|
$571,957
0.2% of portfolio
|
Q1 2024
Reduced 29.4%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,474
shares
|
$564,546
0.03% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
22,007
shares
|
$552,815
0.0% of portfolio
|
Q2 2024
Reduced 71.45%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,968
shares
|
$551,836
0.17% of portfolio
|
Q3 2024
Reduced 92.49%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21,900
shares
|
$550,128
0.16% of portfolio
|
Q2 2018
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,443
shares
|
$538,648
0.04% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
21,357
shares
|
$536,487
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
20,658
shares
|
$518,928
0.15% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
20,276
shares
|
$509,333
0.28% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
20,015
shares
|
$502,776
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,000
shares
|
$502,400
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
20,000
shares
|
$502,400
0.04% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
19,861
shares
|
$498,908
0.01% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
19,669
shares
|
$494,085
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,641
shares
|
$493,381
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
19,557
shares
|
$491,271
0.12% of portfolio
|
Q2 2024
Reduced 75.58%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
19,354
shares
|
$486,172
0.76% of portfolio
|
Q3 2022
Added 51.68%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
19,043
shares
|
$478,360
0.04% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
18,220
shares
|
$457,686
0.25% of portfolio
|
Q3 2024
Reduced 54.87%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
17,651
shares
|
$443,393
0.41% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
16,671
shares
|
$418,775
0.15% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
16,640
shares
|
$417,996
0.19% of portfolio
|
Q2 2024
Added 100.0%
|