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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
691,302
shares
|
$17.4 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Keeler T Homas Management LLC
|
Jul 23, 2024 Q2 2024 |
647,064
shares
|
$16.3 Million
5.62% of portfolio
|
Q2 2024
Added 0.04%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
625,466
shares
|
$15.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.56%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
612,976
shares
|
$15.4 Million
9.84% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
592,872
shares
|
$14.9 Million
1.7% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
587,180
shares
|
$14.8 Million
1.75% of portfolio
|
Q2 2024
Added 0.99%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
572,098
shares
|
$14.4 Million
0.69% of portfolio
|
Q2 2024
Added 3.28%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
563,283
shares
|
$14.2 Million
0.16% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
556,121
shares
|
$14 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.07%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
543,464
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
535,678
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2024
Added 11.57%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
534,911
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
534,073
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
522,642
shares
|
$13.2 Million
0.78% of portfolio
|
Q2 2024
Added 4.13%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
492,045
shares
|
$12.4 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
478,239
shares
|
$12.1 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
468,012
shares
|
$11.8 Million
5.44% of portfolio
|
Q2 2024
Added 0.85%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
466,013
shares
|
$11.7 Million
0.82% of portfolio
|
Q2 2024
Added 1.0%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
458,601
shares
|
$11.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
448,302
shares
|
$11.3 Million
3.87% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
439,320
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Added 8040.08%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
430,589
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.14%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
416,690
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2024
Added 2.94%
|
|
Strid Group, LLC
|
Jul 17, 2024 Q2 2024 |
401,340
shares
|
$10.1 Million
1.69% of portfolio
|
Q2 2024
Added 4.65%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
397,631
shares
|
$10 Million
0.23% of portfolio
|
Q2 2024
Added 0.18%
|