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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,931
shares
|
$238,939
0.0% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,528
shares
|
$229,243
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,500
shares
|
$228,570
0.13% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
9,300
shares
|
$223,758
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
9,222
shares
|
$221,881
0.11% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$220,149
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,940
shares
|
$215,096
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,905
shares
|
$214,254
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,867
shares
|
$213,340
0.04% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$212,762
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
8,748
shares
|
$210,476
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,689
shares
|
$209,057
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
8,641
shares
|
$207,902
0.16% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$204,510
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,447
shares
|
$203,234
0.03% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,444
shares
|
$203,162
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,392
shares
|
$201,911
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,350
shares
|
$200,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,295
shares
|
$175,517
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7,266
shares
|
$174,819
0.02% of portfolio
|
Q4 2024
Added 246.66%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
6,950
shares
|
$167,217
0.23% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,600
shares
|
$158,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,428
shares
|
$154,657
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
6,111
shares
|
$147,030
0.07% of portfolio
|
Q4 2024
Added 61.88%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,030
shares
|
$145,081
0.0% of portfolio
|
Q4 2024
Added 10.99%
|