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 |
|---|---|---|---|---|---|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
1,032,442
shares
|
$25 Million
26.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,005,030
shares
|
$24.3 Million
1.11% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
990,859
shares
|
$24 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
967,922
shares
|
$23.4 Million
2.4% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
920,054
shares
|
$22.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
759,758
shares
|
$18.4 Million
0.02% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
732,460
shares
|
$17.7 Million
6.49% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
705,786
shares
|
$17.1 Million
0.04% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
677,287
shares
|
$16.4 Million
1.57% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
672,494
shares
|
$16.3 Million
2.84% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
664,201
shares
|
$16.1 Million
1.81% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
654,276
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
643,959
shares
|
$15.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15.2 Million
2.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
607,996
shares
|
$14.7 Million
0.02% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
598,941
shares
|
$14.5 Million
0.29% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
592,281
shares
|
$14.3 Million
0.21% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
578,531
shares
|
$14 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
565,964
shares
|
$13.7 Million
0.07% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
541,086
shares
|
$13.1 Million
0.43% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
518,918
shares
|
$12.6 Million
0.05% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
516,185
shares
|
$12.5 Million
0.36% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
506,813
shares
|
$12.3 Million
5.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
499,581
shares
|
$12.1 Million
3.77% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
455,474
shares
|
$11 Million
0.73% of portfolio
|
Q1 2025
Added 21.82%
|