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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
246,215
shares
|
$5.92 Million
0.14% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
242,737
shares
|
$5.84 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
238,974
shares
|
$5.75 Million
0.24% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
236,999
shares
|
$5.7 Million
0.03% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
230,021
shares
|
$5.53 Million
0.39% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
223,886
shares
|
$5.39 Million
2.29% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
219,313
shares
|
$5.28 Million
0.2% of portfolio
|
Q4 2024
Added 61.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
217,646
shares
|
$5.24 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
214,903
shares
|
$5.17 Million
1.27% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
214,233
shares
|
$5.15 Million
0.01% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
212,370
shares
|
$5.11 Million
0.07% of portfolio
|
Q4 2024
Added 75.95%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
204,751
shares
|
$4.93 Million
2.03% of portfolio
|
Q4 2024
Added 197.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
202,849
shares
|
$4.88 Million
0.39% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
199,101
shares
|
$4.79 Million
0.75% of portfolio
|
Q4 2024
Added 45.81%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.77 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
197,758
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
196,682
shares
|
$4.73 Million
0.79% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
193,213
shares
|
$4.65 Million
1.04% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
189,246
shares
|
$4.55 Million
2.99% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
185,127
shares
|
$4.45 Million
1.29% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
183,048
shares
|
$4.4 Million
0.87% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
177,156
shares
|
$4.26 Million
1.39% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
176,613
shares
|
$4.25 Million
0.38% of portfolio
|
Q4 2024
Added 60.47%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
171,848
shares
|
$4.13 Million
0.3% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
166,974
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 12.78%
|