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 |
---|---|---|---|---|---|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
10,950
shares
|
$263,676
0.09% of portfolio
|
Q1 2024
Added 6.1%
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,810
shares
|
$260,304
0.12% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,729
shares
|
$258,354
0.15% of portfolio
|
Q3 2023
New holding
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
10,725
shares
|
$258,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,606
shares
|
$255,392
0.09% of portfolio
|
Q4 2023
New holding
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
10,100
shares
|
$243,207
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,931
shares
|
$239,138
0.0% of portfolio
|
Q4 2024
Added 8.84%
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,862
shares
|
$237,476
0.01% of portfolio
|
Q3 2024
Added 2.03%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,500
shares
|
$228,759
0.13% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
9,300
shares
|
$223,943
0.19% of portfolio
|
Q4 2024
New holding
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,286
shares
|
$223,606
0.03% of portfolio
|
Q3 2024
New holding
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
9,222
shares
|
$222,065
0.11% of portfolio
|
Q4 2024
Added 11.99%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$220,331
0.16% of portfolio
|
Q3 2024
New holding
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
9,110
shares
|
$219,368
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,965
shares
|
$215,877
0.06% of portfolio
|
Q2 2024
Added 56.05%
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,867
shares
|
$213,517
0.04% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$212,939
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,736
shares
|
$210,362
0.0% of portfolio
|
Q3 2024
Added 796.92%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,721
shares
|
$210,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
8,641
shares
|
$208,075
0.16% of portfolio
|
Q4 2024
Added 12.22%
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,500
shares
|
$204,680
0.04% of portfolio
|
Q4 2023
New holding
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,447
shares
|
$203,403
0.03% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
8,375
shares
|
$201,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
7,295
shares
|
$175,663
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7,266
shares
|
$174,965
0.02% of portfolio
|
Q4 2024
Added 246.66%
|