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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
99,431
shares
|
$2.39 Million
0.17% of portfolio
|
Q3 2024
Reduced 26.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
98,015
shares
|
$2.35 Million
0.31% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
94,287
shares
|
$2.26 Million
0.47% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
92,534
shares
|
$2.22 Million
1.41% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
92,268
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
89,383
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
88,807
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
80,475
shares
|
$1.93 Million
0.29% of portfolio
|
Q2 2024
Added 7.84%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
78,441
shares
|
$1.88 Million
0.88% of portfolio
|
Q3 2024
Added 115.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
76,900
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
74,462
shares
|
$1.79 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
74,118
shares
|
$1.78 Million
0.14% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
73,696
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
72,655
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
70,302
shares
|
$1.69 Million
1.17% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
70,300
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
69,381
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Added 496.57%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
68,849
shares
|
$1.65 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
64,516
shares
|
$1.55 Million
0.53% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,500
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
63,031
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2024
Added 106.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
62,901
shares
|
$1.51 Million
0.06% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,845
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
62,532
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
61,300
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2024
Added 3.37%
|