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 |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
308,177
shares
|
$7.75 Million
1.75% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
306,553
shares
|
$7.71 Million
3.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
304,812
shares
|
$7.67 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
303,965
shares
|
$7.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
294,777
shares
|
$7.41 Million
4.17% of portfolio
|
Q2 2024
Added 20.08%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
291,741
shares
|
$7.34 Million
4.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
290,936
shares
|
$7.32 Million
3.37% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
285,355
shares
|
$7.18 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
283,632
shares
|
$7.13 Million
1.77% of portfolio
|
Q3 2024
Added 1145.69%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
281,680
shares
|
$7.08 Million
0.36% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
275,112
shares
|
$6.92 Million
2.87% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
273,500
shares
|
$6.88 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
272,631
shares
|
$6.86 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
271,673
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
269,047
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
265,769
shares
|
$6.68 Million
0.1% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265,047
shares
|
$6.67 Million
1.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
262,042
shares
|
$6.59 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
260,677
shares
|
$6.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
248,228
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
245,633
shares
|
$6.18 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
243,075
shares
|
$6.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
240,015
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.37%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
219,687
shares
|
$5.53 Million
0.97% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
219,090
shares
|
$5.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.28%
|