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 |
---|---|---|---|---|---|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
169,131
shares
|
$4.13 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 31, 2024 Q2 2024 |
163,514
shares
|
$3.99 Million
1.4% of portfolio
|
Q2 2024
Added 3.75%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
162,543
shares
|
$3.97 Million
0.3% of portfolio
|
Q2 2024
Added 0.79%
|
|
Strid Group, LLC
|
Jul 17, 2024 Q2 2024 |
159,695
shares
|
$3.9 Million
0.63% of portfolio
|
Q2 2024
Added 120.79%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
159,564
shares
|
$3.89 Million
0.03% of portfolio
|
Q2 2024
Added 2.66%
|
|
Northstar Group, Inc.
|
Jul 17, 2024 Q2 2024 |
145,852
shares
|
$3.56 Million
0.66% of portfolio
|
Q2 2024
Added 49.0%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
141,316
shares
|
$3.45 Million
2.54% of portfolio
|
Q2 2024
Added 0.2%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
136,598
shares
|
$3.33 Million
0.02% of portfolio
|
Q2 2024
Added 22.65%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
135,578
shares
|
$3.31 Million
0.4% of portfolio
|
Q2 2024
Added 7.4%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
135,186
shares
|
$3.3 Million
0.08% of portfolio
|
Q2 2024
Added 1.97%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
134,491
shares
|
$3.28 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
129,124
shares
|
$3.15 Million
0.29% of portfolio
|
Q2 2024
Added 23.53%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
128,118
shares
|
$3.13 Million
0.76% of portfolio
|
Q2 2024
Added 15.66%
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 22, 2024 Q2 2024 |
127,179
shares
|
$3.1 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
127,159
shares
|
$3.1 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
126,937
shares
|
$3.1 Million
0.23% of portfolio
|
Q2 2024
Added 1.32%
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2024 Q2 2024 |
126,845
shares
|
$3.1 Million
2.47% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
126,357
shares
|
$3.08 Million
0.84% of portfolio
|
Q2 2024
Added 9.44%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$3.02 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
123,215
shares
|
$3.01 Million
1.44% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.97 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Aug 13, 2024 Q2 2024 |
120,800
shares
|
$2.95 Million
2.25% of portfolio
|
Q2 2024
Added 1.68%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
119,476
shares
|
$2.92 Million
1.14% of portfolio
|
Q2 2024
Added 15.52%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
118,255
shares
|
$2.89 Million
0.6% of portfolio
|
Q2 2024
Added 50.97%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
117,406
shares
|
$2.87 Million
0.44% of portfolio
|
Q2 2024
Added 3.34%
|