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 364 institutions that hold shares in the stock, with a total of 67.3 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 |
|---|---|---|---|---|---|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
15,318
shares
|
$385,247
0.34% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
15,297
shares
|
$384,719
0.1% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
15,040
shares
|
$378,256
0.04% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
14,513
shares
|
$365,001
0.13% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
14,461
shares
|
$363,694
0.07% of portfolio
|
Q3 2024
Reduced 42.94%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,434
shares
|
$363,015
0.09% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
14,405
shares
|
$362,285
0.17% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
14,050
shares
|
$353,357
0.08% of portfolio
|
Q2 2024
Reduced 9.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
14,024
shares
|
$352,703
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
13,932
shares
|
$350,389
0.04% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
13,850
shares
|
$348,327
0.28% of portfolio
|
Q1 2024
Added 2.59%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
13,795
shares
|
$346,944
0.09% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
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%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
13,400
shares
|
$337,010
0.06% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
13,209
shares
|
$332,206
0.03% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
13,132
shares
|
$330,269
0.08% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
12,849
shares
|
$323,152
0.03% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
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%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,713
shares
|
$319,731
0.0% of portfolio
|
Q3 2024
Reduced 69.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
12,587
shares
|
$316,563
0.01% of portfolio
|
Q3 2024
Reduced 37.07%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,509
shares
|
$314,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
12,119
shares
|
$304,792
0.13% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,105
shares
|
$304,440
0.01% of portfolio
|
Q3 2024
Reduced 28.66%
|