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 |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
13,150
shares
|
$318,230
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
13,150
shares
|
$318,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
13,082
shares
|
$316,584
0.11% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
12,982
shares
|
$314,164
0.05% of portfolio
|
Q1 2025
Added 49.41%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,755
shares
|
$308,671
0.03% of portfolio
|
Q1 2025
Added 152.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,363
shares
|
$299,184
0.03% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,061
shares
|
$291,876
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$289,190
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
11,937
shares
|
$288,875
0.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$287,012
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
11,840
shares
|
$286,528
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
11,379
shares
|
$275,371
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,205
shares
|
$271,161
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,060
shares
|
$267,652
0.01% of portfolio
|
Q1 2025
Reduced 38.88%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
10,809
shares
|
$261,577
0.23% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,796
shares
|
$261,263
0.06% of portfolio
|
Q1 2025
Added 1021.08%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
10,780
shares
|
$260,876
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,729
shares
|
$259,641
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
10,700
shares
|
$258,940
0.22% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,606
shares
|
$256,665
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,467
shares
|
$253,301
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,447
shares
|
$252,817
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
10,230
shares
|
$247,566
0.19% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
10,166
shares
|
$246,017
0.11% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
10,100
shares
|
$244,420
0.0% of portfolio
|
Q4 2023
New holding
|