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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
808,513
shares
|
$19.3 Million
0.87% of portfolio
|
Q3 2024
Added 74.69%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
805,483
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
773,459
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
659,111
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
654,276
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15 Million
2.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
606,625
shares
|
$14.5 Million
5.53% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
557,633
shares
|
$13.3 Million
1.28% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
556,548
shares
|
$13.3 Million
1.29% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
548,800
shares
|
$13.1 Million
1.45% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
510,175
shares
|
$12.2 Million
0.38% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
506,365
shares
|
$12.1 Million
4.61% of portfolio
|
Q3 2024
Added 41.66%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
501,393
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
494,070
shares
|
$11.8 Million
0.37% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
490,420
shares
|
$11.7 Million
3.58% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
485,665
shares
|
$11.6 Million
0.23% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
454,759
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
444,945
shares
|
$10.6 Million
0.16% of portfolio
|
Q3 2024
Added 1136.3%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.6 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
435,747
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
414,425
shares
|
$9.92 Million
0.03% of portfolio
|
Q3 2024
Added 36.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
409,646
shares
|
$9.8 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
382,256
shares
|
$9.15 Million
1.83% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
369,185
shares
|
$8.83 Million
2.91% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
367,864
shares
|
$8.8 Million
0.21% of portfolio
|
Q3 2024
Added 19.14%
|