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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
22,390
shares
|
$538,255
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
21,618
shares
|
$519,696
0.0% of portfolio
|
Q4 2024
Added 147.46%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
21,542
shares
|
$517,869
0.04% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
21,466
shares
|
$516,042
0.05% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
20,900
shares
|
$502,436
0.22% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
20,729
shares
|
$498,325
0.16% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,663
shares
|
$496,738
0.43% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,532
shares
|
$493,589
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
19,655
shares
|
$472,506
0.12% of portfolio
|
Q1 2024
Added 113.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$470,198
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
19,430
shares
|
$467,097
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
18,769
shares
|
$451,206
0.01% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,095
shares
|
$435,003
0.01% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,856
shares
|
$429,258
0.01% of portfolio
|
Q1 2025
Added 217.78%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
17,678
shares
|
$424,979
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$422,671
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,469
shares
|
$419,954
0.0% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,867
shares
|
$405,482
0.01% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
16,855
shares
|
$405,194
0.01% of portfolio
|
Q4 2024
Added 68.36%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
16,239
shares
|
$390,385
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,110
shares
|
$387,284
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
15,865
shares
|
$381,394
0.06% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$381,154
0.22% of portfolio
|
Q4 2022
Added 341.52%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
15,705
shares
|
$377,548
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
15,532
shares
|
$373,389
0.13% of portfolio
|
Q4 2024
Added 1.48%
|