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 345 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
15,698
shares
|
$377,065
0.07% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
15,305
shares
|
$367,626
0.13% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,461
shares
|
$347,353
0.0% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,238
shares
|
$341,996
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
14,050
shares
|
$337,481
0.03% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
14,030
shares
|
$337,000
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,695
shares
|
$328,953
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,569
shares
|
$325,927
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
12,557
shares
|
$301,619
0.14% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,031
shares
|
$288,984
0.01% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$287,039
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$284,877
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
11,798
shares
|
$283,387
0.14% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,697
shares
|
$280,961
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
11,695
shares
|
$280,913
0.1% of portfolio
|
Q2 2024
Added 6.98%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
11,563
shares
|
$277,743
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
11,492
shares
|
$276,037
0.19% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
11,433
shares
|
$274,620
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
11,415
shares
|
$274,188
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,279
shares
|
$270,921
0.09% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
11,225
shares
|
$269,624
0.01% of portfolio
|
Q3 2023
Added 12.98%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
11,005
shares
|
$264,340
0.02% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
10,950
shares
|
$263,019
0.09% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,729
shares
|
$257,710
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,725
shares
|
$257,614
0.0% of portfolio
|
Q3 2024
New holding
|