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 399 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
33,369
shares
|
$807,529
0.09% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
32,820
shares
|
$794,244
0.8% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
32,498
shares
|
$786,451
0.61% of portfolio
|
Q1 2025
Added 57.28%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
32,048
shares
|
$775,561
0.01% of portfolio
|
Q1 2025
Added 90.14%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
32,025
shares
|
$775,005
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
31,980
shares
|
$773,916
0.06% of portfolio
|
Q4 2024
Added 45.5%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
31,933
shares
|
$772,778
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
31,900
shares
|
$771,980
0.07% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
31,621
shares
|
$765,228
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
31,541
shares
|
$763,292
0.06% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
31,388
shares
|
$759,589
0.0% of portfolio
|
Q1 2025
Added 3257.01%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
31,210
shares
|
$755,282
0.2% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$751,918
0.02% of portfolio
|
Q1 2024
Added 16.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
30,946
shares
|
$748,893
0.56% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
29,689
shares
|
$718,473
0.11% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
29,600
shares
|
$716,320
0.18% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$674,333
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
27,353
shares
|
$661,942
0.01% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
26,810
shares
|
$648,802
0.32% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$643,405
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,000
shares
|
$629,200
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
25,956
shares
|
$628,135
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
25,586
shares
|
$619,181
0.52% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
25,491
shares
|
$616,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
25,024
shares
|
$605,580
0.11% of portfolio
|
Q1 2025
New holding
|