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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
444,124
shares
|
$10.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.7 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
414,183
shares
|
$9.97 Million
0.25% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
387,272
shares
|
$9.32 Million
1.82% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
378,041
shares
|
$9.1 Million
0.19% of portfolio
|
Q4 2024
Added 220.37%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
373,877
shares
|
$9 Million
0.57% of portfolio
|
Q4 2024
Added 53.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,317
shares
|
$8.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
363,921
shares
|
$8.76 Million
0.79% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
358,509
shares
|
$8.63 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.55 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
348,307
shares
|
$8.38 Million
0.01% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
343,051
shares
|
$8.25 Million
3.06% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
338,955
shares
|
$8.16 Million
2.63% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
328,567
shares
|
$7.91 Million
0.09% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
324,373
shares
|
$7.8 Million
6.89% of portfolio
|
Q4 2024
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
312,429
shares
|
$7.52 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
310,130
shares
|
$7.46 Million
3.07% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
303,464
shares
|
$7.3 Million
3.96% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
284,601
shares
|
$6.85 Million
1.35% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.61 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
264,195
shares
|
$6.36 Million
0.01% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
255,722
shares
|
$6.15 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
254,790
shares
|
$6.13 Million
0.09% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
252,995
shares
|
$6.09 Million
0.21% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
249,385
shares
|
$6 Million
2.62% of portfolio
|
Q4 2024
Added 4.69%
|