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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,862
shares
|
$235,899
0.01% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,286
shares
|
$222,121
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
9,150
shares
|
$218,868
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,124
shares
|
$218,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
9,110
shares
|
$217,911
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,965
shares
|
$214,442
0.06% of portfolio
|
Q2 2024
Added 56.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$211,524
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,736
shares
|
$208,965
0.0% of portfolio
|
Q3 2024
Added 796.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,721
shares
|
$208,606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,500
shares
|
$203,320
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
8,484
shares
|
$202,937
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,447
shares
|
$202,052
0.03% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
8,446
shares
|
$202,028
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
8,375
shares
|
$200,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
8,235
shares
|
$196,981
0.1% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
7,700
shares
|
$184,184
0.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
7,295
shares
|
$174,496
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,950
shares
|
$166,244
0.23% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,425
shares
|
$153,686
0.01% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,576
shares
|
$133,377
0.01% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,433
shares
|
$129,957
0.0% of portfolio
|
Q2 2024
Added 251.88%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
5,322
shares
|
$127,302
0.04% of portfolio
|
Q4 2023
Added 10.37%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,160
shares
|
$123,427
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,060
shares
|
$121,035
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$108,238
0.03% of portfolio
|
Q4 2020
New holding
|