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 351 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
21,901
shares
|
$527,376
0.03% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,310
shares
|
$513,144
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
20,707
shares
|
$498,624
0.04% of portfolio
|
Q4 2024
Added 88.16%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,663
shares
|
$497,565
0.43% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,532
shares
|
$494,410
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
20,034
shares
|
$482,418
0.23% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
19,655
shares
|
$473,292
0.12% of portfolio
|
Q1 2024
Added 113.46%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
19,563
shares
|
$471,077
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$470,980
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
19,430
shares
|
$467,874
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
18,503
shares
|
$445,552
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
17,678
shares
|
$425,686
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$423,374
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,439
shares
|
$419,931
0.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,867
shares
|
$406,157
0.01% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
16,855
shares
|
$405,868
0.01% of portfolio
|
Q4 2024
Added 68.36%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
16,703
shares
|
$402,208
0.08% of portfolio
|
Q2 2024
Added 9.36%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,700
shares
|
$402,136
0.04% of portfolio
|
Q3 2024
Added 28.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,532
shares
|
$398,090
0.01% of portfolio
|
Q3 2024
Added 97.85%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
16,452
shares
|
$396,164
0.13% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
16,239
shares
|
$391,035
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
16,194
shares
|
$389,951
0.01% of portfolio
|
Q3 2024
Added 872.03%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
16,110
shares
|
$387,928
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
15,865
shares
|
$382,029
0.06% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$381,788
0.22% of portfolio
|
Q4 2022
Added 341.52%
|