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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
127,598
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
125,734
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.86%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
123,425
shares
|
$3.1 Million
0.6% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
122,007
shares
|
$3.07 Million
0.28% of portfolio
|
Q3 2024
Reduced 34.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
118,589
shares
|
$2.98 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116,820
shares
|
$2.94 Million
0.12% of portfolio
|
Q2 2020
Added 33.88%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
111,944
shares
|
$2.82 Million
1.44% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
110,612
shares
|
$2.78 Million
2.03% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
105,517
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
104,214
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
101,125
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
100,609
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
99,162
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2024
Added 38.75%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
91,714
shares
|
$2.31 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
89,374
shares
|
$2.25 Million
1.54% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
88,900
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
82,074
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,599
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
79,632
shares
|
$2 Million
0.34% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
79,549
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
78,200
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Added 231.13%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
77,179
shares
|
$1.94 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
77,038
shares
|
$1.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,835
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.26%
|
|
|
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%
|