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 385 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,147,886
shares
|
$155 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,110,007
shares
|
$78.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
2,853,823
shares
|
$71.9 Million
1.31% of portfolio
|
Q2 2024
Added 5.45%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,837,199
shares
|
$71.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,925,276
shares
|
$48.5 Million
0.02% of portfolio
|
Q2 2024
Added 5.69%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,713,529
shares
|
$43.2 Million
0.06% of portfolio
|
Q2 2024
Added 5.18%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
1,670,800
shares
|
$42.1 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,329,330
shares
|
$33.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,319,780
shares
|
$33.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,298,202
shares
|
$32.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,229,540
shares
|
$31 Million
0.04% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
1,203,017
shares
|
$30.3 Million
3.3% of portfolio
|
Q2 2024
Added 30.04%
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
1,062,701
shares
|
$26.8 Million
1.44% of portfolio
|
Q2 2024
Added 1.91%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,059,672
shares
|
$26.7 Million
0.09% of portfolio
|
Q2 2024
Added 16.28%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2024 Q2 2024 |
1,050,634
shares
|
$26.5 Million
4.55% of portfolio
|
Q2 2024
Added 1.62%
|
|
Summitry LLC
Foster City, CA |
Aug 09, 2024 Q2 2024 |
969,070
shares
|
$24.4 Million
1.34% of portfolio
|
Q2 2024
Added 1.8%
|
|
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 |
Aug 14, 2024 Q2 2024 |
916,878
shares
|
$23.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
911,041
shares
|
$22.9 Million
2.4% of portfolio
|
Q2 2024
Added 37.95%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
888,148
shares
|
$22.4 Million
1.16% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
804,501
shares
|
$20.3 Million
2.1% of portfolio
|
Q2 2024
Added 3.36%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
794,800
shares
|
$20 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
768,089
shares
|
$19.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
758,281
shares
|
$19.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
696,876
shares
|
$17.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 50.47%
|