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 377 institutions that hold shares in the stock, with a total of 99.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
14,050
shares
|
$338,043
0.03% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
14,023
shares
|
$337,393
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,569
shares
|
$326,470
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
13,482
shares
|
$324,376
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
13,308
shares
|
$320,190
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,150
shares
|
$316,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
13,030
shares
|
$313,501
0.02% of portfolio
|
Q4 2024
Reduced 86.9%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
12,958
shares
|
$311,769
0.22% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
12,393
shares
|
$298,175
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,061
shares
|
$290,187
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
11,974
shares
|
$288,094
0.13% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$287,517
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$285,351
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,486
shares
|
$276,353
0.09% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
11,433
shares
|
$275,077
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
11,379
shares
|
$273,778
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
11,147
shares
|
$268,196
0.01% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
11,115
shares
|
$267,426
0.11% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
10,950
shares
|
$263,457
0.09% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,810
shares
|
$260,088
0.12% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
10,729
shares
|
$258,139
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
10,652
shares
|
$256,287
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,606
shares
|
$255,180
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,342
shares
|
$248,828
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
10,100
shares
|
$243,006
0.0% of portfolio
|
Q4 2023
New holding
|