IBDV ISHARES TR
FollowIBONDS DEC 2030 (fund)
213 managers (214 13F filers) reported a position in IBDV shares at 2024-12-31, 55,046,237 shares in all. 24 filers opened a position and 9 filers sold out during the quarter.
- Managers
- 213
- 13F filers
- 214
- New
- 24
- Added
- 128
- Reduced
- 25
- Sold out
- 9
- Shares held by filers
- 55,046,237
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PRIVATE TRUST CO NA | 1,168 | $24.9K | <0.01% | new | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 1,024 | $21.9K | <0.01% | 0 | 13F-HRTimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 1,000 | $21.4K | <0.01% | 0 | 13F-HRTimeline |
| AdvisorNet Financial, Inc | 890 | $19K | <0.01% | +13 | 13F-HRTimeline |
| Blue Trust, Inc. | 822 | $17.6K | <0.01% | new | 13F-HR/ATimeline |
| PNC Financial Services Group, Inc.in group PNC Financial Services Group,… | 814 | $17.4K | <0.01% | +73 | 13F-HRTimelineGroup |
| Venturi Wealth Management, LLC | 765 | $16.3K | <0.01% | new | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 599 | $12.8K | <0.01% | new | 13F-HRTimeline |
| WHITTIER TRUST CO | 329 | $7.03K | <0.01% | new | 13F-HRTimeline |
| First PREMIER Bank | 351 | $7K | <0.01% | 0 | 13F-HRTimeline |
| Princeton Global Asset Management LLC | 262 | $5.59K | <0.01% | +4 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 58 | $1.24K | <0.01% | +3 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |