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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,005,322
shares
|
$24.2 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
989,505
shares
|
$23.8 Million
2.23% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
977,493
shares
|
$23.5 Million
0.03% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
966,180
shares
|
$23.2 Million
1.04% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
956,044
shares
|
$23 Million
2.28% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
717,915
shares
|
$17.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
698,714
shares
|
$16.8 Million
0.02% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
661,035
shares
|
$15.9 Million
6.08% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
658,487
shares
|
$15.8 Million
1.75% of portfolio
|
Q4 2024
Added 5668.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
654,276
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
640,145
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 284.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
630,677
shares
|
$15.2 Million
8.67% of portfolio
|
Q4 2024
Added 105.07%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15.1 Million
2.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
595,317
shares
|
$14.3 Million
1.6% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
589,568
shares
|
$14.2 Million
0.04% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
587,175
shares
|
$14.1 Million
1.33% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
579,725
shares
|
$13.9 Million
1.35% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
573,363
shares
|
$13.8 Million
0.26% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
540,126
shares
|
$13 Million
0.02% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
529,573
shares
|
$12.7 Million
0.07% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
521,368
shares
|
$12.5 Million
0.4% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
521,283
shares
|
$12.5 Million
0.18% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
516,185
shares
|
$12.4 Million
0.36% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
499,345
shares
|
$12 Million
4.47% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
493,980
shares
|
$11.9 Million
3.62% of portfolio
|
Q4 2024
Added 0.73%
|