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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
140,090
shares
|
$3.52 Million
0.96% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
137,462
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
136,019
shares
|
$3.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
135,120
shares
|
$3.39 Million
2.14% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
134,846
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2024
Added 24.39%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
133,300
shares
|
$3.35 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
131,542
shares
|
$3.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
131,528
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
125,734
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
125,026
shares
|
$3.14 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
123,835
shares
|
$3.11 Million
0.87% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
123,425
shares
|
$3.1 Million
0.6% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
123,360
shares
|
$3.1 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
122,998
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
122,007
shares
|
$3.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 34.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
118,934
shares
|
$2.99 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
118,589
shares
|
$2.98 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116,820
shares
|
$2.93 Million
0.12% of portfolio
|
Q2 2020
Added 33.88%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
114,072
shares
|
$2.86 Million
2.3% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
113,009
shares
|
$2.84 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
110,585
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2024
Reduced 33.48%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
108,373
shares
|
$2.72 Million
1.14% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
105,515
shares
|
$2.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
104,214
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
103,781
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.1%
|