Institutional Ownership Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBDS). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 75.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,852,896
shares
|
$162 Million
0.02% of portfolio
|
Q1 2024
Added 10.92%
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
5,123,260
shares
|
$121 Million
10.19% of portfolio
|
Q1 2024
Added 15355.71%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
4,747,778
shares
|
$113 Million
0.03% of portfolio
|
Q1 2024
Added 257.17%
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
3,132,752
shares
|
$74.3 Million
1.62% of portfolio
|
Q1 2024
Added 11.25%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,979,700
shares
|
$70.6 Million
0.01% of portfolio
|
Q1 2024
Added 6.17%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,923,749
shares
|
$45.6 Million
0.01% of portfolio
|
Q1 2024
Added 4.57%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
1,875,074
shares
|
$44.5 Million
1.05% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,870,916
shares
|
$44.4 Million
0.13% of portfolio
|
Q1 2024
Added 27.95%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,753,773
shares
|
$41.6 Million
0.02% of portfolio
|
Q1 2024
Added 17.91%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,741,029
shares
|
$41.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,696,264
shares
|
$40.2 Million
0.82% of portfolio
|
Q1 2024
Added 13.99%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
1,583,616
shares
|
$37.5 Million
0.97% of portfolio
|
Q1 2024
Added 3.2%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,557,054
shares
|
$36.9 Million
0.06% of portfolio
|
Q1 2024
Added 6.43%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,389,929
shares
|
$33 Million
0.01% of portfolio
|
Q1 2024
Added 33.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,204,138
shares
|
$28.6 Million
0.02% of portfolio
|
Q1 2024
Added 0.79%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
1,155,599
shares
|
$27.4 Million
2.33% of portfolio
|
Q1 2024
Added 7.8%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
1,148,295
shares
|
$27.2 Million
4.96% of portfolio
|
Q1 2024
Added 10.05%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,107,637
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2024
Added 10.34%
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
1,086,879
shares
|
$25.8 Million
1.8% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,039,236
shares
|
$24.6 Million
0.04% of portfolio
|
Q1 2024
Added 8.56%
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
996,068
shares
|
$23.6 Million
1.3% of portfolio
|
Q1 2024
Added 2.74%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
933,361
shares
|
$22.1 Million
2.58% of portfolio
|
Q1 2024
Added 7.99%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
784,008
shares
|
$18.6 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
742,378
shares
|
$17.6 Million
1.89% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
716,830
shares
|
$17 Million
1.81% of portfolio
|
Q1 2024
Reduced 1.85%
|