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 331 institutions that hold shares in the stock, with a total of 81 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,210,813
shares
|
$176 Million
0.02% of portfolio
|
Q2 2024
Added 5.22%
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
5,452,691
shares
|
$133 Million
10.64% of portfolio
|
Q2 2024
Added 6.43%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
4,947,375
shares
|
$121 Million
0.03% of portfolio
|
Q2 2024
Added 4.2%
|
|
Capital Advisors Inc
|
Jul 31, 2024 Q2 2024 |
3,296,851
shares
|
$80.5 Million
1.65% of portfolio
|
Q2 2024
Added 5.24%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,164,008
shares
|
$77.2 Million
0.01% of portfolio
|
Q1 2024
Added 6.17%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,263,078
shares
|
$55.2 Million
1.03% of portfolio
|
Q2 2024
Added 33.42%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
2,003,310
shares
|
$48.9 Million
0.12% of portfolio
|
Q2 2024
Added 7.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,998,487
shares
|
$48.8 Million
0.01% of portfolio
|
Q2 2024
Added 3.89%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
1,911,502
shares
|
$46.7 Million
1.04% of portfolio
|
Q2 2024
Added 1.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,880,543
shares
|
$45.9 Million
0.01% of portfolio
|
Q2 2024
Added 8.01%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,853,808
shares
|
$45.3 Million
0.02% of portfolio
|
Q2 2024
Added 5.7%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,788,411
shares
|
$43.7 Million
1.06% of portfolio
|
Q2 2024
Added 12.93%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,747,547
shares
|
$42.7 Million
0.06% of portfolio
|
Q2 2024
Added 12.23%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,564,508
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2024
Added 12.56%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,348,972
shares
|
$32.9 Million
0.02% of portfolio
|
Q2 2024
Added 12.03%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,200,668
shares
|
$29.3 Million
0.04% of portfolio
|
Q2 2024
Added 15.53%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
1,197,735
shares
|
$29.2 Million
2.19% of portfolio
|
Q2 2024
Added 3.65%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2024 Q2 2024 |
1,152,450
shares
|
$28.1 Million
4.74% of portfolio
|
Q2 2024
Added 0.36%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
1,123,260
shares
|
$27.4 Million
0.04% of portfolio
|
Q2 2024
Added 1.41%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
1,099,061
shares
|
$26.8 Million
2.84% of portfolio
|
Q2 2024
Added 27.16%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
1,024,075
shares
|
$25 Million
1.64% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
1,013,096
shares
|
$24.7 Million
1.25% of portfolio
|
Q2 2024
Added 1.71%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
921,071
shares
|
$22.5 Million
0.12% of portfolio
|
Q2 2024
Added 57.81%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
802,768
shares
|
$19.6 Million
2.0% of portfolio
|
Q2 2024
Added 11.99%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
764,678
shares
|
$18.7 Million
1.88% of portfolio
|
Q2 2024
Added 3.0%
|