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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,160
shares
|
$27,863
0.0% of portfolio
|
Q3 2024
Added 2220.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,082
shares
|
$25,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,015
shares
|
$24,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
989
shares
|
$23,755
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
986
shares
|
$23,683
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
928
shares
|
$22,290
0.0% of portfolio
|
Q3 2024
Added 117.84%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
861
shares
|
$20,681
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
855
shares
|
$20,537
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
837
shares
|
$20,104
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$19,216
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
773
shares
|
$18,567
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
536
shares
|
$12,874
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
315
shares
|
$7,566
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
200
shares
|
$4,804
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
182
shares
|
$4,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,458
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
114
shares
|
$2,738
0.0% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
80
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
35
shares
|
$840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|