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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,532
shares
|
$340,329
0.04% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
13,504
shares
|
$339,625
0.27% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,809
shares
|
$322,146
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
12,738
shares
|
$320,360
0.03% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
12,271
shares
|
$308,615
0.07% of portfolio
|
Q2 2024
Added 37.77%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,976
shares
|
$301,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
11,393
shares
|
$286,533
0.01% of portfolio
|
Q3 2024
Reduced 90.89%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
10,700
shares
|
$269,105
0.0% of portfolio
|
Q2 2024
Added 637.93%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
10,645
shares
|
$267,721
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,546
shares
|
$265,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,430
shares
|
$262,314
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
10,208
shares
|
$256,731
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,977
shares
|
$250,921
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
9,952
shares
|
$250,292
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
9,430
shares
|
$237,164
0.04% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,822
shares
|
$221,873
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,300
shares
|
$208,745
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,097
shares
|
$203,639
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,064
shares
|
$202,809
0.0% of portfolio
|
Q3 2024
Added 42.15%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,880
shares
|
$173,032
0.24% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$145,920
0.0% of portfolio
|
Q1 2021
Added 48.69%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,580
shares
|
$140,337
0.08% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,441
shares
|
$136,841
0.04% of portfolio
|
Q2 2024
Added 49.44%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
3,807
shares
|
$95,746
0.09% of portfolio
|
Q3 2024
Reduced 18.41%
|