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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
24,883
shares
|
$602,168
0.12% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
24,561
shares
|
$594,376
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
24,181
shares
|
$585,180
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,008
shares
|
$580,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
23,704
shares
|
$573,636
0.04% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,711
shares
|
$549,606
0.02% of portfolio
|
Q1 2025
Added 61.96%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
22,474
shares
|
$543,870
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
22,412
shares
|
$542,370
0.07% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
21,821
shares
|
$528,068
0.16% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
21,545
shares
|
$521,389
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
21,542
shares
|
$521,316
0.04% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,522
shares
|
$520,832
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
21,466
shares
|
$519,477
0.05% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
20,976
shares
|
$507,619
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20,801
shares
|
$503,384
0.0% of portfolio
|
Q1 2025
Added 547.6%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
20,729
shares
|
$501,641
0.16% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,532
shares
|
$496,874
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
19,655
shares
|
$475,651
0.12% of portfolio
|
Q1 2024
Added 113.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$473,327
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
19,430
shares
|
$470,206
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
19,349
shares
|
$468,245
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
18,771
shares
|
$454,258
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
18,194
shares
|
$440,294
0.2% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
17,958
shares
|
$434,583
0.3% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,856
shares
|
$432,115
0.01% of portfolio
|
Q1 2025
Added 217.78%
|