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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
43,527
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 50.98%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
43,396
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2024
Added 39.96%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
42,943
shares
|
$1.03 Million
0.92% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
42,653
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
42,114
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
40,421
shares
|
$967,274
0.78% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
39,709
shares
|
$950,236
0.0% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
39,663
shares
|
$949,135
0.29% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
39,473
shares
|
$944,588
0.08% of portfolio
|
Q3 2024
Added 38.52%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
38,734
shares
|
$926,904
0.05% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
38,650
shares
|
$924,894
0.01% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
38,585
shares
|
$923,339
0.41% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
38,216
shares
|
$914,508
0.76% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
38,013
shares
|
$909,651
0.0% of portfolio
|
Q3 2024
Added 81.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,748
shares
|
$903,309
0.0% of portfolio
|
Q3 2024
Reduced 57.7%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
37,139
shares
|
$888,736
0.16% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,330
shares
|
$869,376
0.06% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
36,150
shares
|
$865,069
0.57% of portfolio
|
Q3 2024
Added 42.61%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
34,973
shares
|
$836,903
0.09% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
32,853
shares
|
$786,172
0.18% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
32,520
shares
|
$778,203
0.2% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
32,442
shares
|
$776,337
0.05% of portfolio
|
Q2 2024
Added 25.71%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
31,632
shares
|
$756,953
0.33% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
31,200
shares
|
$746,616
0.18% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$743,529
0.02% of portfolio
|
Q1 2024
Added 16.14%
|