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 368 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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
597,351
shares
|
$15 Million
1.74% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
583,667
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
568,238
shares
|
$14.3 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
558,901
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
558,104
shares
|
$14 Million
1.53% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
543,948
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
503,195
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
491,754
shares
|
$12.4 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
489,267
shares
|
$12.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
472,574
shares
|
$11.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
445,059
shares
|
$11.2 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
426,986
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
422,472
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
409,134
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,812
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
390,915
shares
|
$9.83 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
389,622
shares
|
$9.8 Million
0.3% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
381,398
shares
|
$9.59 Million
0.11% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
373,106
shares
|
$9.38 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
367,734
shares
|
$9.25 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
354,611
shares
|
$8.92 Million
0.13% of portfolio
|
Q3 2024
Added 892.09%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
337,972
shares
|
$8.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
319,178
shares
|
$8.03 Million
0.93% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
319,166
shares
|
$8.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.88%
|