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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,619
shares
|
$135,193
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,322
shares
|
$128,047
0.04% of portfolio
|
Q4 2023
Added 10.37%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,160
shares
|
$124,149
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
5,062
shares
|
$121,791
0.0% of portfolio
|
Q4 2024
Added 29.79%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,060
shares
|
$121,743
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$108,871
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,400
shares
|
$105,864
0.03% of portfolio
|
Q4 2023
Added 76.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,750
shares
|
$90,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,736
shares
|
$89,888
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
3,657
shares
|
$87,987
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,400
shares
|
$81,804
0.0% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,212
shares
|
$77,280
0.0% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,840
shares
|
$68,330
0.01% of portfolio
|
Q4 2024
Added 239.31%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,733
shares
|
$65,755
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$60,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,150
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,500
shares
|
$60,150
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,441
shares
|
$58,730
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,135
shares
|
$51,368
0.02% of portfolio
|
Q1 2024
Reduced 77.46%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,004
shares
|
$48,216
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$48,120
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,971
shares
|
$47,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,893
shares
|
$45,545
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,761
shares
|
$42,369
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$42,105
0.0% of portfolio
|
Q4 2023
New holding
|