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 381 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
10,700
shares
|
$257,870
0.22% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
10,652
shares
|
$256,713
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,606
shares
|
$255,604
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,342
shares
|
$249,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
10,230
shares
|
$246,543
0.19% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
10,166
shares
|
$245,000
0.11% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
10,100
shares
|
$243,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,931
shares
|
$239,337
0.0% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,789
shares
|
$235,914
0.01% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,528
shares
|
$229,624
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,500
shares
|
$228,950
0.13% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,150
shares
|
$220,515
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
9,071
shares
|
$218,611
0.11% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,940
shares
|
$215,454
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,905
shares
|
$214,610
0.06% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,867
shares
|
$213,694
0.05% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$213,116
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
8,748
shares
|
$210,826
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,689
shares
|
$209,404
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$204,850
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,447
shares
|
$203,572
0.03% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,444
shares
|
$203,500
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
8,392
shares
|
$202,247
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,350
shares
|
$201,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
8,309
shares
|
$200,246
0.02% of portfolio
|
Q1 2025
Added 14.35%
|