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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$425,484
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
17,467
shares
|
$422,701
0.09% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,438
shares
|
$421,999
0.0% of portfolio
|
Q1 2025
Added 95.06%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
17,383
shares
|
$420,668
0.12% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
17,307
shares
|
$418,829
0.32% of portfolio
|
Q1 2025
Added 39.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,659
shares
|
$403,147
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
16,400
shares
|
$396,880
0.0% of portfolio
|
Q1 2025
Reduced 68.29%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
16,239
shares
|
$392,983
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
16,110
shares
|
$389,862
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
16,056
shares
|
$388,555
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
15,963
shares
|
$386,304
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
15,865
shares
|
$383,933
0.06% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$383,691
0.22% of portfolio
|
Q4 2022
Added 341.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,768
shares
|
$381,585
0.0% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
15,693
shares
|
$379,770
0.33% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
15,011
shares
|
$363,266
0.02% of portfolio
|
Q1 2025
Added 71.59%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
15,000
shares
|
$363,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,947
shares
|
$361,717
0.06% of portfolio
|
Q1 2025
Added 76.95%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,050
shares
|
$340,010
0.03% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
14,004
shares
|
$338,896
0.15% of portfolio
|
Q1 2025
Added 129.16%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
13,923
shares
|
$336,936
0.11% of portfolio
|
Q1 2025
Added 27.15%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,569
shares
|
$328,369
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13,484
shares
|
$326,312
0.25% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,382
shares
|
$323,844
0.14% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
13,324
shares
|
$322,440
0.12% of portfolio
|
Q1 2025
Reduced 14.22%
|