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 |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
105,515
shares
|
$2.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
104,214
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
103,250
shares
|
$2.6 Million
2.03% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
101,740
shares
|
$2.56 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
101,125
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
100,609
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
99,162
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2024
Added 38.75%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
98,084
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
91,714
shares
|
$2.31 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
90,623
shares
|
$2.28 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
89,449
shares
|
$2.25 Million
0.53% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
89,374
shares
|
$2.25 Million
1.54% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
88,900
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
88,264
shares
|
$2.22 Million
0.46% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
84,891
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
82,074
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,599
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
79,665
shares
|
$2 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
79,632
shares
|
$2 Million
0.34% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
79,549
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
78,200
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Added 231.13%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
77,179
shares
|
$1.94 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
77,038
shares
|
$1.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
75,459
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,835
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.26%
|