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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,780,831
shares
|
$187 Million
0.02% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
5,452,691
shares
|
$131 Million
10.47% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,724,293
shares
|
$89.5 Million
1.83% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,601,417
shares
|
$86.5 Million
0.01% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,763,710
shares
|
$66.4 Million
1.14% of portfolio
|
Q4 2024
Added 654.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,689,433
shares
|
$64.6 Million
0.01% of portfolio
|
Q4 2024
Added 19.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,659,448
shares
|
$63.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,198,534
shares
|
$52.8 Million
0.02% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,156,096
shares
|
$51.8 Million
0.58% of portfolio
|
Q4 2024
Reduced 30.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,126,666
shares
|
$51.1 Million
0.13% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,026,747
shares
|
$48.7 Million
1.01% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,926,007
shares
|
$46.3 Million
0.21% of portfolio
|
Q4 2024
Added 39.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,879,150
shares
|
$45.2 Million
0.02% of portfolio
|
Q4 2024
Added 19.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,856,462
shares
|
$44.6 Million
0.01% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,831,335
shares
|
$44 Million
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,711,468
shares
|
$41.1 Million
1.29% of portfolio
|
Q4 2024
Added 110.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,553,216
shares
|
$37.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,359,406
shares
|
$32.7 Million
0.05% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
1,356,596
shares
|
$32.6 Million
2.43% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,245,220
shares
|
$29.9 Million
4.77% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,243,708
shares
|
$29.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,124,005
shares
|
$27 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,099,093
shares
|
$26.4 Million
1.56% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
1,043,419
shares
|
$25.1 Million
2.04% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
1,012,696
shares
|
$24.3 Million
21.26% of portfolio
|
Q4 2024
New holding
|