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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,295
shares
|
$175,809
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
6,950
shares
|
$167,495
0.23% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,600
shares
|
$159,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,428
shares
|
$154,914
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
6,111
shares
|
$147,275
0.07% of portfolio
|
Q4 2024
Added 61.88%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,030
shares
|
$145,323
0.0% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,322
shares
|
$128,260
0.04% of portfolio
|
Q4 2023
Added 10.37%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,160
shares
|
$124,356
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,060
shares
|
$121,946
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,639
shares
|
$111,799
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$109,052
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,400
shares
|
$106,040
0.03% of portfolio
|
Q4 2023
Added 76.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,750
shares
|
$90,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,736
shares
|
$90,037
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
3,657
shares
|
$88,133
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,400
shares
|
$81,940
0.0% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,212
shares
|
$77,409
0.0% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,840
shares
|
$68,444
0.01% of portfolio
|
Q4 2024
Added 239.31%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,733
shares
|
$65,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$60,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,500
shares
|
$60,250
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,250
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,441
shares
|
$58,828
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,135
shares
|
$51,453
0.02% of portfolio
|
Q1 2024
Reduced 77.46%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
2,004
shares
|
$48,296
0.02% of portfolio
|
Q4 2024
New holding
|