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 365 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,437,132
shares
|
$137 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,848,348
shares
|
$71.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,701,434
shares
|
$67.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,344,993
shares
|
$59 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,708,177
shares
|
$43 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
1,640,832
shares
|
$41.3 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,528,387
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,251,667
shares
|
$31.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,250,521
shares
|
$31.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,173,786
shares
|
$29.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,118,200
shares
|
$28.1 Million
0.04% of portfolio
|
Q3 2024
Added 40.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,101,714
shares
|
$27.7 Million
4.52% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,092,742
shares
|
$27.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,032,323
shares
|
$26 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
979,230
shares
|
$24.6 Million
1.27% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
950,120
shares
|
$23.9 Million
1.97% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
921,558
shares
|
$23.2 Million
0.57% of portfolio
|
Q1 2024
Added 3.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
901,788
shares
|
$22.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
825,986
shares
|
$20.8 Million
1.02% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
805,215
shares
|
$20.3 Million
2.0% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
727,204
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
697,542
shares
|
$17.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 34.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
668,032
shares
|
$16.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
659,020
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2024
Added 2894.59%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
637,654
shares
|
$16 Million
5.19% of portfolio
|
Q3 2024
Reduced 1.45%
|