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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
77,038
shares
|
$1.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,835
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
72,731
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
70,311
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
66,367
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
66,059
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,292
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
60,639
shares
|
$1.53 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,922
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
55,898
shares
|
$1.41 Million
0.42% of portfolio
|
Q4 2020
Reduced 63.4%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
55,750
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
52,350
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2023
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
51,508
shares
|
$1.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
50,956
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Reduced 35.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
49,015
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,280
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,208
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
45,883
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
45,750
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
44,650
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,731
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.46%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
42,994
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
41,084
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
39,762
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
38,206
shares
|
$960,880
0.02% of portfolio
|
Q3 2024
Reduced 22.62%
|