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 |
---|---|---|---|---|---|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
75,973
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
74,795
shares
|
$1.88 Million
0.09% of portfolio
|
Q2 2024
Added 12.55%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
74,397
shares
|
$1.87 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
74,278
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 16, 2024 Q2 2024 |
73,711
shares
|
$1.86 Million
0.3% of portfolio
|
Q2 2024
Added 1.24%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
72,675
shares
|
$1.83 Million
0.44% of portfolio
|
Q2 2024
Reduced 16.39%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
72,203
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
71,466
shares
|
$1.8 Million
0.52% of portfolio
|
Q2 2024
Added 27.67%
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
67,117
shares
|
$1.69 Million
1.58% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
63,292
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
62,725
shares
|
$1.58 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
61,984
shares
|
$1.56 Million
1.39% of portfolio
|
Q2 2024
Added 105.76%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
61,585
shares
|
$1.55 Million
0.28% of portfolio
|
Q2 2024
Added 13.06%
|
|
Safeguard Financial, LLC
|
Aug 07, 2024 Q2 2024 |
61,389
shares
|
$1.55 Million
0.43% of portfolio
|
Q2 2024
Added 54.11%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
57,985
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2024
Added 0.6%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
57,582
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
56,396
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2024
Reduced 25.53%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
56,002
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Reduced 37.93%
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
55,898
shares
|
$1.41 Million
0.42% of portfolio
|
Q4 2020
Reduced 63.4%
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
55,750
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2024 Q2 2024 |
54,940
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2024
Added 11.95%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
54,600
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2024
Added 9.89%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
54,158
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2024
Added 13.01%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
53,939
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
53,408
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.79%
|