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 366 institutions that hold shares in the stock, with a total of 67.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
24,184
shares
|
$608,227
0.01% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,952
shares
|
$602,392
0.02% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
23,754
shares
|
$597,413
0.19% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,474
shares
|
$565,221
0.03% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
21,968
shares
|
$552,495
0.17% of portfolio
|
Q3 2024
Reduced 92.49%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21,900
shares
|
$550,785
0.16% of portfolio
|
Q2 2018
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,443
shares
|
$539,291
0.04% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
21,357
shares
|
$537,128
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
20,658
shares
|
$519,548
0.15% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
20,276
shares
|
$509,941
0.28% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,000
shares
|
$503,000
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
19,669
shares
|
$494,675
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,641
shares
|
$493,971
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
19,619
shares
|
$493,417
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
19,354
shares
|
$486,753
0.76% of portfolio
|
Q3 2022
Added 51.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,097
shares
|
$480,289
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
19,043
shares
|
$478,931
0.04% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
18,220
shares
|
$458,233
0.25% of portfolio
|
Q3 2024
Reduced 54.87%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
18,000
shares
|
$452,700
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
16,671
shares
|
$419,275
0.15% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
16,278
shares
|
$409,391
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
16,217
shares
|
$407,857
0.01% of portfolio
|
Q3 2024
Reduced 66.97%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15,798
shares
|
$397,319
0.11% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
15,667
shares
|
$394,025
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
15,608
shares
|
$392,541
0.28% of portfolio
|
Q3 2024
New holding
|