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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
34,558
shares
|
$867,751
0.17% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
34,168
shares
|
$857,958
0.28% of portfolio
|
Q2 2024
Added 7.98%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
34,006
shares
|
$853,890
0.03% of portfolio
|
Q2 2024
Added 14.68%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
33,280
shares
|
$835,660
0.02% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
32,959
shares
|
$827,600
0.04% of portfolio
|
Q2 2024
Reduced 80.98%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
32,824
shares
|
$824,210
0.04% of portfolio
|
Q3 2024
Added 53.45%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
32,079
shares
|
$805,503
0.35% of portfolio
|
Q3 2024
Reduced 38.3%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
31,825
shares
|
$799,125
0.04% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
31,718
shares
|
$796,438
0.5% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
30,753
shares
|
$772,207
0.01% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
30,420
shares
|
$763,846
0.05% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
30,252
shares
|
$759,627
0.05% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
30,187
shares
|
$757,995
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
29,465
shares
|
$739,866
0.32% of portfolio
|
Q1 2024
Added 142.21%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
29,301
shares
|
$735,748
0.0% of portfolio
|
Q2 2024
Reduced 12.48%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
29,057
shares
|
$729,621
0.47% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
29,024
shares
|
$728,792
0.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
28,889
shares
|
$725,402
0.16% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
28,823
shares
|
$723,745
0.42% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
27,492
shares
|
$690,324
0.01% of portfolio
|
Q3 2024
Added 28.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
27,068
shares
|
$679,677
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,550
shares
|
$666,670
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,148
shares
|
$631,466
0.1% of portfolio
|
Q2 2023
Reduced 54.6%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
24,184
shares
|
$607,260
0.02% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,952
shares
|
$601,434
0.02% of portfolio
|
Q3 2024
Added 16.78%
|