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 342 institutions that hold shares in the stock, with a total of 83.6 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
861
shares
|
$20,603
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
855
shares
|
$20,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
837
shares
|
$20,029
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$19,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
762
shares
|
$18,234
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
640
shares
|
$15,315
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
536
shares
|
$12,826
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
412
shares
|
$9,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
336
shares
|
$8,040
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
315
shares
|
$7,537
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
200
shares
|
$4,786
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
182
shares
|
$4,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,445
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
114
shares
|
$2,728
0.0% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
80
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
35
shares
|
$837
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
|