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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
252,995
shares
|
$6.08 Million
0.21% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
249,385
shares
|
$6 Million
2.62% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
242,737
shares
|
$5.84 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
238,974
shares
|
$5.74 Million
0.24% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
236,999
shares
|
$5.7 Million
0.03% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
231,955
shares
|
$5.58 Million
1.39% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
230,021
shares
|
$5.53 Million
0.39% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
223,886
shares
|
$5.38 Million
2.29% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
219,918
shares
|
$5.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
219,853
shares
|
$5.29 Million
0.02% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
219,313
shares
|
$5.27 Million
0.2% of portfolio
|
Q4 2024
Added 61.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
217,646
shares
|
$5.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
212,370
shares
|
$5.11 Million
0.07% of portfolio
|
Q4 2024
Added 75.95%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
204,751
shares
|
$4.92 Million
2.03% of portfolio
|
Q4 2024
Added 197.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
202,849
shares
|
$4.88 Million
0.39% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
199,101
shares
|
$4.79 Million
0.75% of portfolio
|
Q4 2024
Added 45.81%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.77 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
197,758
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
193,213
shares
|
$4.64 Million
1.04% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
189,246
shares
|
$4.55 Million
2.99% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
185,127
shares
|
$4.45 Million
1.29% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
183,048
shares
|
$4.4 Million
0.87% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
181,654
shares
|
$4.37 Million
3.99% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
177,156
shares
|
$4.26 Million
1.39% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
176,613
shares
|
$4.25 Million
0.38% of portfolio
|
Q4 2024
Added 60.47%
|