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 229 institutions that hold shares in the stock, with a total of 53.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
583,667
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
558,901
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
558,104
shares
|
$14 Million
1.53% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
503,195
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
491,754
shares
|
$12.4 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
489,267
shares
|
$12.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
426,986
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
422,472
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
409,134
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
403,812
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
354,611
shares
|
$8.92 Million
0.13% of portfolio
|
Q3 2024
Added 892.09%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
319,178
shares
|
$8.03 Million
0.93% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
319,166
shares
|
$8.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
306,553
shares
|
$7.71 Million
3.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
291,741
shares
|
$7.34 Million
4.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
290,936
shares
|
$7.32 Million
3.37% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
285,355
shares
|
$7.18 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
283,632
shares
|
$7.13 Million
1.77% of portfolio
|
Q3 2024
Added 1145.69%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
275,112
shares
|
$6.92 Million
2.87% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
273,500
shares
|
$6.88 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
271,673
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
269,047
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265,047
shares
|
$6.67 Million
1.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
262,042
shares
|
$6.59 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.53%
|