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 170 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,812
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
369,902
shares
|
$9.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
354,611
shares
|
$8.92 Million
0.13% of portfolio
|
Q3 2024
Added 892.09%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
319,178
shares
|
$8.03 Million
0.96% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
319,166
shares
|
$8.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
306,553
shares
|
$7.71 Million
3.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
290,936
shares
|
$7.32 Million
3.37% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
283,632
shares
|
$7.13 Million
1.77% of portfolio
|
Q3 2024
Added 1145.69%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
275,112
shares
|
$6.92 Million
2.87% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
271,673
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
269,047
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265,047
shares
|
$6.67 Million
1.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
248,228
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
246,428
shares
|
$6.2 Million
0.21% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
243,075
shares
|
$6.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
240,015
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
213,989
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Added 433.04%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
198,582
shares
|
$4.99 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
190,019
shares
|
$4.78 Million
0.31% of portfolio
|
Q4 2023
Added 60.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
181,786
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
176,993
shares
|
$4.45 Million
0.5% of portfolio
|
Q2 2023
Added 178.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
174,541
shares
|
$4.39 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
169,306
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.96%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
168,728
shares
|
$4.24 Million
2.43% of portfolio
|
Q4 2022
Reduced 21.4%
|