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 345 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
196,552
shares
|
$4.72 Million
0.11% of portfolio
|
Q3 2024
Added 45.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
190,937
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
185,177
shares
|
$4.45 Million
0.79% of portfolio
|
Q3 2024
Added 26.96%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
185,174
shares
|
$4.45 Million
2.88% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
183,048
shares
|
$4.4 Million
0.87% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
180,818
shares
|
$4.34 Million
1.33% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
180,804
shares
|
$4.34 Million
2.25% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
168,791
shares
|
$4.05 Million
1.46% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
166,455
shares
|
$4 Million
0.03% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
165,459
shares
|
$3.97 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
162,487
shares
|
$3.9 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
155,756
shares
|
$3.74 Million
0.4% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
152,356
shares
|
$3.66 Million
0.27% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
151,587
shares
|
$3.64 Million
0.88% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
150,847
shares
|
$3.62 Million
0.31% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
148,048
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 54.14%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
145,779
shares
|
$3.5 Million
0.56% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
141,532
shares
|
$3.4 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
140,316
shares
|
$3.37 Million
0.24% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
138,888
shares
|
$3.34 Million
1.12% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
136,994
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
136,545
shares
|
$3.28 Million
0.51% of portfolio
|
Q3 2024
Reduced 14.5%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
135,556
shares
|
$3.26 Million
0.13% of portfolio
|
Q3 2024
Added 247.49%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
135,120
shares
|
$3.25 Million
2.07% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
131,952
shares
|
$3.17 Million
0.84% of portfolio
|
Q3 2024
Added 4.43%
|