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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,738
shares
|
$898,810
0.2% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
35,692
shares
|
$897,653
0.06% of portfolio
|
Q3 2024
Reduced 33.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
34,558
shares
|
$869,133
0.17% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
33,658
shares
|
$846,498
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
33,266
shares
|
$836,639
0.03% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
32,824
shares
|
$825,523
0.04% of portfolio
|
Q3 2024
Added 53.45%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
32,079
shares
|
$806,786
0.35% of portfolio
|
Q3 2024
Reduced 38.3%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
31,825
shares
|
$800,398
0.04% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
31,718
shares
|
$797,707
0.5% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
31,362
shares
|
$788,754
0.01% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
30,985
shares
|
$779,272
0.03% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
30,489
shares
|
$766,798
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
30,252
shares
|
$760,837
0.05% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
30,187
shares
|
$759,203
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
29,465
shares
|
$741,044
0.32% of portfolio
|
Q1 2024
Added 142.21%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
29,057
shares
|
$730,783
0.47% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
29,024
shares
|
$729,953
0.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
28,823
shares
|
$724,898
0.42% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
27,492
shares
|
$691,423
0.01% of portfolio
|
Q3 2024
Added 28.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
27,068
shares
|
$680,760
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,687
shares
|
$671,178
0.0% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,550
shares
|
$667,732
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
26,180
shares
|
$658,427
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,715
shares
|
$646,732
0.13% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,148
shares
|
$632,472
0.1% of portfolio
|
Q2 2023
Reduced 54.6%
|