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 |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
446,501
shares
|
$10.8 Million
0.79% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.7 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
438,174
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
437,701
shares
|
$10.6 Million
0.27% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
412,900
shares
|
$9.99 Million
0.02% of portfolio
|
Q1 2025
Added 227.96%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
389,449
shares
|
$9.42 Million
0.89% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
386,537
shares
|
$9.35 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
384,466
shares
|
$9.3 Million
2.98% of portfolio
|
Q1 2025
Added 325.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,317
shares
|
$8.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.6 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
354,969
shares
|
$8.59 Million
0.01% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
352,459
shares
|
$8.53 Million
0.1% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
341,479
shares
|
$8.26 Million
1.3% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
339,470
shares
|
$8.22 Million
3.52% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
322,879
shares
|
$7.81 Million
2.14% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
315,687
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
313,675
shares
|
$7.59 Million
4.24% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
309,131
shares
|
$7.48 Million
1.05% of portfolio
|
Q1 2025
Added 118.62%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
306,953
shares
|
$7.43 Million
4.6% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
288,165
shares
|
$6.97 Million
1.14% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
287,224
shares
|
$6.95 Million
0.23% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
280,964
shares
|
$6.8 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.65 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
271,551
shares
|
$6.57 Million
0.48% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
265,961
shares
|
$6.44 Million
3.41% of portfolio
|
Q1 2025
Reduced 22.47%
|