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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
165,459
shares
|
$3.98 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
165,270
shares
|
$3.98 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
164,744
shares
|
$3.96 Million
3.68% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
163,717
shares
|
$3.94 Million
0.2% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
163,536
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Added 52.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
161,568
shares
|
$3.89 Million
0.96% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.79 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
157,352
shares
|
$3.79 Million
0.2% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
155,756
shares
|
$3.75 Million
0.4% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
154,505
shares
|
$3.72 Million
2.37% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
152,356
shares
|
$3.67 Million
0.27% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
150,847
shares
|
$3.63 Million
0.31% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
146,964
shares
|
$3.54 Million
0.26% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
145,779
shares
|
$3.51 Million
0.56% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
141,532
shares
|
$3.41 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
141,403
shares
|
$3.4 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
139,287
shares
|
$3.35 Million
0.19% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
136,809
shares
|
$3.29 Million
0.85% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
133,972
shares
|
$3.22 Million
0.6% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
132,086
shares
|
$3.18 Million
2.28% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
130,959
shares
|
$3.15 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
130,190
shares
|
$3.13 Million
0.68% of portfolio
|
Q4 2024
Added 39.98%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
128,542
shares
|
$3.09 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
127,280
shares
|
$3.06 Million
1.43% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
125,900
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 79.09%
|