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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
80,119
shares
|
$1.93 Million
1.05% of portfolio
|
Q4 2024
Added 73.69%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
79,160
shares
|
$1.9 Million
0.32% of portfolio
|
Q4 2024
Added 33.89%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
74,599
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
73,407
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
70,302
shares
|
$1.69 Million
1.17% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
70,151
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
70,053
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2024
Added 24.33%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
69,381
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Added 496.57%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
69,260
shares
|
$1.67 Million
0.28% of portfolio
|
Q4 2024
Added 55.66%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
67,669
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
66,104
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Added 70.66%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
64,516
shares
|
$1.55 Million
0.53% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
63,967
shares
|
$1.54 Million
0.26% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
63,700
shares
|
$1.53 Million
0.47% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
63,500
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
63,301
shares
|
$1.52 Million
0.4% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
62,979
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
62,371
shares
|
$1.5 Million
0.83% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
60,398
shares
|
$1.45 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
60,144
shares
|
$1.45 Million
0.51% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
59,207
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
58,700
shares
|
$1.41 Million
0.93% of portfolio
|
Q4 2024
Added 62.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
56,950
shares
|
$1.37 Million
0.46% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
56,836
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 5.83%
|