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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
54,367
shares
|
$1.31 Million
0.17% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
52,920
shares
|
$1.27 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
52,722
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
52,649
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
52,571
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
51,725
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
51,613
shares
|
$1.24 Million
0.66% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
50,974
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
50,089
shares
|
$1.21 Million
0.6% of portfolio
|
Q4 2024
Added 58.35%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
49,566
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
49,517
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
49,087
shares
|
$1.18 Million
1.12% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
48,646
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
48,628
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
48,059
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
47,010
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
46,542
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
46,268
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
45,726
shares
|
$1.1 Million
0.83% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
45,013
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
44,726
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
44,671
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2020
Reduced 53.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,400
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
42,664
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|