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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
366,259
shares
|
$8.76 Million
0.15% of portfolio
|
Q3 2024
Added 2504.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.5 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
346,431
shares
|
$8.29 Million
0.77% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
321,241
shares
|
$7.69 Million
2.42% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
307,539
shares
|
$7.36 Million
4.36% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
294,318
shares
|
$7.04 Million
0.08% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
292,130
shares
|
$6.99 Million
2.89% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
288,383
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
284,601
shares
|
$6.81 Million
1.35% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.58 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
258,357
shares
|
$6.18 Million
2.59% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
249,853
shares
|
$5.98 Million
3.33% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
244,290
shares
|
$5.85 Million
0.37% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
239,443
shares
|
$5.73 Million
0.23% of portfolio
|
Q2 2024
Added 7.76%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
238,207
shares
|
$5.7 Million
2.71% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
237,347
shares
|
$5.68 Million
0.24% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
233,547
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
233,270
shares
|
$5.58 Million
0.08% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
223,247
shares
|
$5.34 Million
0.38% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
208,282
shares
|
$4.98 Million
2.1% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
204,777
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
204,653
shares
|
$4.9 Million
1.25% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.75 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
196,552
shares
|
$4.7 Million
0.11% of portfolio
|
Q3 2024
Added 45.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
190,937
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|