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 340 institutions that hold shares in the stock, with a total of 82.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
28,407
shares
|
$682,052
0.01% of portfolio
|
Q3 2024
Added 30.87%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
27,996
shares
|
$672,183
0.12% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$669,038
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
26,935
shares
|
$646,709
0.07% of portfolio
|
Q4 2023
Added 50.18%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
26,640
shares
|
$639,626
0.02% of portfolio
|
Q3 2024
Reduced 51.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$638,353
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
26,390
shares
|
$633,623
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
26,185
shares
|
$628,701
0.25% of portfolio
|
Q3 2024
Added 51.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$624,260
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
25,898
shares
|
$621,810
0.13% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
25,586
shares
|
$614,319
0.53% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,300
shares
|
$583,443
0.04% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
23,778
shares
|
$570,909
0.07% of portfolio
|
Q2 2024
Added 13.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,575
shares
|
$566,035
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
23,547
shares
|
$565,363
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,214
shares
|
$557,368
0.02% of portfolio
|
Q2 2024
Reduced 33.85%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
22,713
shares
|
$545,339
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,297
shares
|
$535,350
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
21,980
shares
|
$527,739
0.04% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
21,912
shares
|
$526,107
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
21,901
shares
|
$525,843
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,998
shares
|
$504,161
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,532
shares
|
$492,973
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,120
shares
|
$483,081
0.01% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
20,034
shares
|
$481,016
0.23% of portfolio
|
Q3 2024
Added 7.8%
|