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 |
---|---|---|---|---|---|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
164,319
shares
|
$4.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
161,495
shares
|
$4.07 Million
0.32% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
160,612
shares
|
$4.05 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
156,251
shares
|
$3.94 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
154,507
shares
|
$3.89 Million
2.38% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
153,780
shares
|
$3.88 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Harbor Advisory Corp
|
Jul 25, 2024 Q2 2024 |
153,173
shares
|
$3.86 Million
1.33% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
140,219
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2024
Added 0.67%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
136,440
shares
|
$3.44 Million
0.98% of portfolio
|
Q2 2024
Added 2.29%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
134,846
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2024
Added 24.39%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
133,941
shares
|
$3.38 Million
0.8% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
131,528
shares
|
$3.31 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2024 Q2 2024 |
126,845
shares
|
$3.2 Million
2.62% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
125,026
shares
|
$3.15 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
124,987
shares
|
$3.15 Million
1.0% of portfolio
|
Q2 2024
Added 4.71%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
124,538
shares
|
$3.14 Million
0.2% of portfolio
|
Q2 2024
Added 1.24%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
123,835
shares
|
$3.12 Million
0.87% of portfolio
|
Q2 2024
Added 7.37%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
122,908
shares
|
$3.1 Million
0.46% of portfolio
|
Q2 2024
Added 0.25%
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2024 Q2 2024 |
119,464
shares
|
$3.01 Million
0.77% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
118,934
shares
|
$3 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
117,967
shares
|
$2.97 Million
2.37% of portfolio
|
Q2 2024
Reduced 32.58%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116,820
shares
|
$2.94 Million
0.12% of portfolio
|
Q2 2020
Added 33.88%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
116,044
shares
|
$2.92 Million
0.28% of portfolio
|
Q2 2024
Added 4.95%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
115,296
shares
|
$2.91 Million
0.61% of portfolio
|
Q2 2024
Added 4.24%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
114,072
shares
|
$2.87 Million
2.3% of portfolio
|
Q2 2024
Added 0.29%
|