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 |
|---|---|---|---|---|---|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
264,018
shares
|
$6.39 Million
2.17% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
262,062
shares
|
$6.34 Million
0.26% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
260,077
shares
|
$6.29 Million
2.88% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
256,628
shares
|
$6.21 Million
2.55% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
252,469
shares
|
$6.11 Million
5.41% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,431
shares
|
$6.04 Million
0.26% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
249,217
shares
|
$6.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
247,804
shares
|
$6 Million
3.84% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
234,543
shares
|
$5.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
232,536
shares
|
$5.63 Million
0.41% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
231,955
shares
|
$5.61 Million
1.39% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
221,213
shares
|
$5.35 Million
0.07% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
219,918
shares
|
$5.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
219,853
shares
|
$5.32 Million
0.02% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
219,121
shares
|
$5.3 Million
2.38% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
214,316
shares
|
$5.19 Million
0.01% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
213,453
shares
|
$5.17 Million
3.4% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
212,873
shares
|
$5.15 Million
0.02% of portfolio
|
Q1 2025
Added 27.49%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
206,695
shares
|
$5 Million
1.0% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
205,888
shares
|
$4.98 Million
2.17% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.8 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
192,907
shares
|
$4.67 Million
0.67% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
190,243
shares
|
$4.6 Million
0.23% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
190,148
shares
|
$4.6 Million
1.58% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
187,290
shares
|
$4.53 Million
1.34% of portfolio
|
Q1 2025
Added 1.17%
|