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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,789
shares
|
$236,893
0.01% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
9,500
shares
|
$229,900
0.13% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
9,330
shares
|
$225,786
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
9,301
shares
|
$225,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
9,150
shares
|
$221,430
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
9,071
shares
|
$219,518
0.11% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,985
shares
|
$217,437
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,867
shares
|
$214,581
0.05% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,866
shares
|
$214,557
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$214,000
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,633
shares
|
$208,918
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$205,700
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
8,444
shares
|
$204,344
0.04% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
8,392
shares
|
$203,086
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
8,350
shares
|
$202,070
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
8,309
shares
|
$201,077
0.02% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
8,280
shares
|
$200,376
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,295
shares
|
$176,539
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,713
shares
|
$162,454
0.05% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,686
shares
|
$161,801
0.0% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,600
shares
|
$159,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,604
shares
|
$135,616
0.01% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
5,492
shares
|
$132,906
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,160
shares
|
$124,872
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,639
shares
|
$112,263
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|