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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,291,716
shares
|
$174 Million
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
5,452,691
shares
|
$130 Million
10.47% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
3,501,687
shares
|
$83.8 Million
1.76% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,290,334
shares
|
$78.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,123,331
shares
|
$74.7 Million
1.21% of portfolio
|
Q3 2024
Added 38.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,250,418
shares
|
$53.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,024,189
shares
|
$48.4 Million
0.11% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,011,141
shares
|
$48.1 Million
0.02% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,938,949
shares
|
$46.4 Million
0.99% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,930,286
shares
|
$46.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,831,335
shares
|
$43.8 Million
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,697,273
shares
|
$40.6 Million
0.01% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,631,827
shares
|
$39 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,568,811
shares
|
$37.5 Million
0.02% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,385,025
shares
|
$33.1 Million
0.17% of portfolio
|
Q3 2024
Added 50.37%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,287,113
shares
|
$30.8 Million
2.38% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,249,097
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,209,911
shares
|
$28.9 Million
4.77% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,141,468
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,049,497
shares
|
$25.1 Million
1.25% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,017,458
shares
|
$24.3 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
968,787
shares
|
$23.2 Million
2.32% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
961,816
shares
|
$23 Million
1.93% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
875,857
shares
|
$21 Million
2.1% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
813,847
shares
|
$19.5 Million
0.88% of portfolio
|
Q3 2024
Added 47.95%
|