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 |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
11,816
shares
|
$288,428
0.01% of portfolio
|
Q1 2024
Added 7.69%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
11,697
shares
|
$285,523
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
11,695
shares
|
$285,474
0.1% of portfolio
|
Q2 2024
Added 6.98%
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 24, 2024 Q2 2024 |
11,669
shares
|
$284,840
0.15% of portfolio
|
Q2 2024
Added 0.84%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Jul 25, 2024 Q2 2024 |
11,563
shares
|
$282,252
0.14% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
11,436
shares
|
$279,152
0.19% of portfolio
|
Q2 2024
Added 16.94%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
11,313
shares
|
$276,150
0.06% of portfolio
|
Q2 2023
Reduced 13.9%
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2024 Q2 2024 |
11,225
shares
|
$274,002
0.01% of portfolio
|
Q3 2023
Added 12.98%
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
11,049
shares
|
$269,706
0.2% of portfolio
|
Q2 2024
Added 0.74%
|
|
Atwater Malick LLC
|
Jul 17, 2024 Q2 2024 |
10,950
shares
|
$267,289
0.09% of portfolio
|
Q1 2024
Added 6.1%
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
10,729
shares
|
$261,894
0.14% of portfolio
|
Q3 2023
New holding
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
10,629
shares
|
$259,453
0.02% of portfolio
|
Q2 2024
New holding
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
10,606
shares
|
$258,892
0.09% of portfolio
|
Q4 2023
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
10,324
shares
|
$252,008
0.0% of portfolio
|
Q2 2024
Added 18.19%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
10,139
shares
|
$247,492
0.02% of portfolio
|
Q1 2024
New holding
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
10,100
shares
|
$246,541
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
10,087
shares
|
$246,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
9,980
shares
|
$243,611
0.02% of portfolio
|
Q4 2023
New holding
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
9,666
shares
|
$235,947
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gradient Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
9,546
shares
|
$233,017
0.08% of portfolio
|
Q2 2024
New holding
|
|
Wells Financial Advisors Inc
|
Aug 09, 2024 Q2 2024 |
9,100
shares
|
$222,131
0.15% of portfolio
|
Q4 2023
Added 58.26%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
8,998
shares
|
$219,641
0.01% of portfolio
|
Q2 2024
Added 6.31%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
8,965
shares
|
$218,835
0.07% of portfolio
|
Q2 2024
Added 56.05%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$215,857
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
8,786
shares
|
$214,466
0.02% of portfolio
|
Q2 2024
Added 2.54%
|