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 381 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$746,946
0.02% of portfolio
|
Q1 2024
Added 16.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
30,946
shares
|
$743,941
0.56% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,873
shares
|
$718,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
29,178
shares
|
$701,439
0.45% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$669,874
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
27,400
shares
|
$658,696
0.06% of portfolio
|
Q4 2024
Added 64.07%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
27,115
shares
|
$651,844
0.05% of portfolio
|
Q4 2024
Added 38.6%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
26,935
shares
|
$647,517
0.07% of portfolio
|
Q4 2023
Added 50.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$639,151
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
26,122
shares
|
$627,972
0.0% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
26,070
shares
|
$626,722
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
26,000
shares
|
$625,040
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
25,586
shares
|
$615,087
0.52% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
25,491
shares
|
$612,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
25,380
shares
|
$610,135
0.1% of portfolio
|
Q4 2024
Added 32.06%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
24,883
shares
|
$598,187
0.11% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
24,810
shares
|
$596,432
0.3% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
24,561
shares
|
$590,446
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
24,550
shares
|
$590,182
0.13% of portfolio
|
Q4 2024
Reduced 21.31%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
23,899
shares
|
$574,531
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,636
shares
|
$568,209
0.01% of portfolio
|
Q4 2024
Added 102.07%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
22,723
shares
|
$546,260
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
22,713
shares
|
$546,020
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
22,601
shares
|
$543,328
0.08% of portfolio
|
Q4 2024
Added 143.39%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
22,412
shares
|
$538,784
0.07% of portfolio
|
Q4 2024
Added 2.28%
|