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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
219,687
shares
|
$5.52 Million
0.97% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
219,550
shares
|
$5.51 Million
2.31% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
219,090
shares
|
$5.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
217,730
shares
|
$5.47 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
211,121
shares
|
$5.3 Million
3.34% of portfolio
|
Q3 2024
Reduced 65.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
209,338
shares
|
$5.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200,656
shares
|
$5.04 Million
0.21% of portfolio
|
Q2 2024
Added 5.1%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
198,582
shares
|
$4.99 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
197,921
shares
|
$4.97 Million
0.49% of portfolio
|
Q3 2024
Reduced 83.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
196,550
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 62.74%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
190,019
shares
|
$4.77 Million
0.31% of portfolio
|
Q4 2023
Added 60.91%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
186,394
shares
|
$4.68 Million
2.79% of portfolio
|
Q3 2024
Added 108.44%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
183,464
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
178,772
shares
|
$4.49 Million
0.33% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
176,993
shares
|
$4.44 Million
0.5% of portfolio
|
Q2 2023
Added 178.39%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
176,052
shares
|
$4.42 Million
0.41% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
174,541
shares
|
$4.38 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
169,306
shares
|
$4.25 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%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
164,806
shares
|
$4.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
164,319
shares
|
$4.13 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
156,251
shares
|
$3.92 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
156,219
shares
|
$3.92 Million
1.68% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
153,780
shares
|
$3.86 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
153,173
shares
|
$3.85 Million
1.27% of portfolio
|
Q4 2023
Reduced 2.85%
|