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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
48,874
shares
|
$1.23 Million
0.32% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
48,590
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,280
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
48,047
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
46,607
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,208
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
45,883
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
45,750
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
45,414
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
44,650
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,731
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.46%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
42,994
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
42,264
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
41,262
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
41,084
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
40,782
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
39,762
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
39,583
shares
|
$995,512
0.54% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
39,521
shares
|
$993,953
0.17% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
38,206
shares
|
$960,880
0.02% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,261
shares
|
$937,114
0.29% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
37,131
shares
|
$933,844
0.09% of portfolio
|
Q2 2023
Reduced 15.56%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
36,853
shares
|
$926,852
0.16% of portfolio
|
Q3 2024
Added 61.83%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
36,696
shares
|
$922,904
0.36% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
36,593
shares
|
$920,313
0.15% of portfolio
|
Q3 2024
Added 2.14%
|