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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
92,534
shares
|
$2.21 Million
1.41% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
92,268
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
89,383
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
88,807
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
82,045
shares
|
$1.96 Million
1.31% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
80,475
shares
|
$1.92 Million
0.29% of portfolio
|
Q2 2024
Added 7.84%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
79,562
shares
|
$1.9 Million
0.41% of portfolio
|
Q3 2024
Added 30.17%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
78,441
shares
|
$1.88 Million
0.88% of portfolio
|
Q3 2024
Added 115.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
76,900
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
74,462
shares
|
$1.78 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
74,118
shares
|
$1.77 Million
0.14% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
73,696
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
72,655
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
70,300
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
68,849
shares
|
$1.65 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,500
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
63,031
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2024
Added 106.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
62,901
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,845
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
62,532
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
62,434
shares
|
$1.49 Million
0.53% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
61,887
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
61,300
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
60,876
shares
|
$1.46 Million
1.38% of portfolio
|
Q3 2024
Reduced 44.61%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
59,121
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Added 54.02%
|