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 |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
256,309
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
248,516
shares
|
$6.26 Million
0.1% of portfolio
|
Q2 2024
Reduced 64.58%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
248,136
shares
|
$6.25 Million
2.36% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
240,147
shares
|
$6.05 Million
0.04% of portfolio
|
Q2 2024
Added 11.04%
|
|
Northstar Group, Inc.
|
Jul 17, 2024 Q2 2024 |
237,798
shares
|
$5.99 Million
1.14% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
234,512
shares
|
$5.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
Clear Harbor Asset Management, LLC
|
Jul 17, 2024 Q2 2024 |
226,530
shares
|
$5.71 Million
0.5% of portfolio
|
Q2 2024
Added 0.97%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
220,331
shares
|
$5.55 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
219,550
shares
|
$5.53 Million
2.31% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
208,310
shares
|
$5.25 Million
0.53% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
203,388
shares
|
$5.13 Million
1.1% of portfolio
|
Q2 2024
Added 3.73%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
200,656
shares
|
$5.06 Million
0.21% of portfolio
|
Q2 2024
Added 5.1%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
196,550
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 62.74%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
190,019
shares
|
$4.79 Million
0.31% of portfolio
|
Q4 2023
Added 60.91%
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
187,373
shares
|
$4.72 Million
1.9% of portfolio
|
Q2 2024
Added 19.94%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jul 15, 2024 Q2 2024 |
186,871
shares
|
$4.71 Million
5.52% of portfolio
|
Q2 2024
New holding
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
186,199
shares
|
$4.69 Million
0.45% of portfolio
|
Q2 2024
Reduced 24.81%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
183,464
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
178,464
shares
|
$4.5 Million
3.4% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
176,993
shares
|
$4.46 Million
0.5% of portfolio
|
Q2 2023
Added 178.39%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
174,541
shares
|
$4.4 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 31, 2024 Q2 2024 |
173,642
shares
|
$4.38 Million
1.58% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
171,635
shares
|
$4.33 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
168,728
shares
|
$4.25 Million
2.43% of portfolio
|
Q4 2022
Reduced 21.4%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
165,390
shares
|
$4.17 Million
0.19% of portfolio
|
Q2 2024
Reduced 16.03%
|