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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
73,045
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
72,731
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
70,706
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
70,311
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
69,545
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
69,423
shares
|
$1.75 Million
1.04% of portfolio
|
Q3 2024
Added 84.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
66,367
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
66,059
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
65,839
shares
|
$1.66 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,292
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
61,984
shares
|
$1.56 Million
1.45% of portfolio
|
Q2 2024
Added 105.76%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
60,639
shares
|
$1.53 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,922
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
57,830
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
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
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
54,641
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
53,008
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2024
Added 6.26%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
52,350
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2023
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
51,508
shares
|
$1.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
50,956
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Reduced 35.18%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
50,173
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
49,884
shares
|
$1.25 Million
0.68% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
49,326
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
49,015
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.23%
|