Institutional Ownership Ishares Tr Ibonds Dec 2023 Ter (IBTD)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2023 Ter (IBTD). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 476,959 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
131,666
shares
|
$0
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
118,640
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
102,341
shares
|
$0
0.29% of portfolio
|
Q2 2023
Added 15.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,930
shares
|
$0
0.04% of portfolio
|
Q4 2021
Reduced 41.86%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
36,631
shares
|
$0
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
21,655
shares
|
$0
0.04% of portfolio
|
Q4 2022
Added 335.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10,834
shares
|
$0
0.03% of portfolio
|
Q4 2022
Added 243.83%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
10,113
shares
|
$0
0.6% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,149
shares
|
$0
0.02% of portfolio
|
Q1 2023
New holding
|