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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,400
shares
|
$105,248
0.03% of portfolio
|
Q4 2023
Added 76.71%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
3,900
shares
|
$93,288
0.0% of portfolio
|
Q3 2024
Added 2500.0%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
3,775
shares
|
$90,298
0.04% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
3,681
shares
|
$88,049
0.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,657
shares
|
$87,475
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,400
shares
|
$81,328
0.0% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,068
shares
|
$73,386
0.0% of portfolio
|
Q2 2024
Added 3.4%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,733
shares
|
$65,373
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,500
shares
|
$59,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$59,800
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,500
shares
|
$59,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,493
shares
|
$59,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,435
shares
|
$58,245
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,135
shares
|
$51,069
0.01% of portfolio
|
Q1 2024
Reduced 77.46%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
2,096
shares
|
$50,136
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$47,840
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,893
shares
|
$45,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$41,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,463
shares
|
$34,994
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,160
shares
|
$27,747
0.0% of portfolio
|
Q3 2024
Added 2220.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,082
shares
|
$25,881
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,015
shares
|
$24,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
989
shares
|
$23,656
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
986
shares
|
$23,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
928
shares
|
$22,197
0.0% of portfolio
|
Q3 2024
Added 117.84%
|