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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,576
shares
|
$133,935
0.01% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,433
shares
|
$130,500
0.0% of portfolio
|
Q2 2024
Added 251.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
5,322
shares
|
$127,834
0.04% of portfolio
|
Q4 2023
Added 10.37%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,160
shares
|
$123,943
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,060
shares
|
$121,541
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$108,690
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,400
shares
|
$105,688
0.03% of portfolio
|
Q4 2023
Added 76.71%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,900
shares
|
$93,678
0.0% of portfolio
|
Q3 2024
Added 2500.0%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
3,775
shares
|
$90,675
0.04% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
3,681
shares
|
$88,417
0.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,657
shares
|
$87,841
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,400
shares
|
$81,668
0.0% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,068
shares
|
$73,693
0.0% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,733
shares
|
$65,646
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,050
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$60,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,500
shares
|
$60,050
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,493
shares
|
$59,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,435
shares
|
$58,488
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,135
shares
|
$51,282
0.02% of portfolio
|
Q1 2024
Reduced 77.46%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,004
shares
|
$48,136
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$48,040
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,893
shares
|
$45,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$42,035
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,463
shares
|
$35,141
0.01% of portfolio
|
Q3 2024
Added 1.11%
|