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 372 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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
592,872
shares
|
$14.9 Million
1.7% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
587,180
shares
|
$14.7 Million
1.75% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
572,098
shares
|
$14.4 Million
0.69% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
563,283
shares
|
$14.1 Million
0.16% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
556,121
shares
|
$14 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
535,678
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2024
Added 11.57%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
534,911
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
534,073
shares
|
$13.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
522,642
shares
|
$13.1 Million
0.78% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
503,195
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
492,045
shares
|
$12.4 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
472,574
shares
|
$11.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
468,012
shares
|
$11.8 Million
5.44% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
445,059
shares
|
$11.2 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
439,320
shares
|
$11 Million
0.0% of portfolio
|
Q2 2024
Added 8040.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
430,589
shares
|
$10.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
426,986
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
416,690
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
390,915
shares
|
$9.82 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
389,622
shares
|
$9.78 Million
0.3% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
373,106
shares
|
$9.37 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
370,228
shares
|
$9.3 Million
0.11% of portfolio
|
Q2 2024
Added 17.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
367,734
shares
|
$9.23 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.16 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
358,759
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2024
Added 78.0%
|