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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
125,786
shares
|
$3.03 Million
0.03% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
125,236
shares
|
$3.01 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
124,898
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$2.98 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
122,986
shares
|
$2.96 Million
2.29% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
121,258
shares
|
$2.92 Million
1.45% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
115,475
shares
|
$2.78 Million
0.57% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
115,367
shares
|
$2.78 Million
0.72% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
113,767
shares
|
$2.74 Million
0.3% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
106,707
shares
|
$2.57 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
106,654
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
104,481
shares
|
$2.51 Million
2.21% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
102,386
shares
|
$2.46 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
101,636
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
99,439
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
96,878
shares
|
$2.33 Million
1.08% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
96,457
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
94,287
shares
|
$2.27 Million
0.47% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
93,258
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
92,988
shares
|
$2.24 Million
1.38% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
92,489
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
92,331
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 46.92%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
90,306
shares
|
$2.17 Million
0.68% of portfolio
|
Q4 2024
Added 2437.4%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
80,930
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2024
Added 0.57%
|