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 |
|---|---|---|---|---|---|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,300
shares
|
$208,745
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,097
shares
|
$203,639
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,064
shares
|
$202,809
0.0% of portfolio
|
Q3 2024
Added 42.15%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,950
shares
|
$199,942
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
7,405
shares
|
$186,235
0.05% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
7,273
shares
|
$182,915
0.07% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
7,222
shares
|
$181,633
0.07% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,880
shares
|
$173,032
0.24% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,688
shares
|
$168,203
0.05% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,090
shares
|
$153,163
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,000
shares
|
$150,900
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$145,920
0.0% of portfolio
|
Q1 2021
Added 48.69%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,715
shares
|
$143,732
0.04% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,580
shares
|
$140,337
0.08% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,441
shares
|
$136,841
0.04% of portfolio
|
Q2 2024
Added 49.44%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,610
shares
|
$115,941
0.01% of portfolio
|
Q3 2024
Reduced 15.41%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,427
shares
|
$111,339
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
4,000
shares
|
$100,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
3,807
shares
|
$95,746
0.09% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$93,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,604
shares
|
$90,640
0.0% of portfolio
|
Q3 2024
Added 214.76%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,502
shares
|
$88,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,819
shares
|
$70,897
0.0% of portfolio
|
Q2 2024
Reduced 41.77%
|