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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
59,038
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2024
Added 21.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
56,867
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
56,360
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
56,345
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,342
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
54,300
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
54,248
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
54,104
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 43.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
53,707
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
53,614
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
53,112
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,531
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
51,405
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
51,280
shares
|
$1.23 Million
0.6% of portfolio
|
Q3 2024
Added 39.88%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
50,174
shares
|
$1.2 Million
0.65% of portfolio
|
Q3 2024
Added 62.17%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
49,517
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
48,523
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
46,378
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
46,127
shares
|
$1.1 Million
0.61% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
44,671
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2020
Reduced 53.34%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
44,494
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
44,299
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
43,609
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.75%
|