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 381 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.21 Million
2.69% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
171,848
shares
|
$4.14 Million
0.3% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.08 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
166,974
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
166,924
shares
|
$4.02 Million
0.19% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
165,270
shares
|
$3.98 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
163,717
shares
|
$3.95 Million
0.2% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
163,536
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Added 52.38%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
163,383
shares
|
$3.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
163,203
shares
|
$3.93 Million
0.43% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
161,568
shares
|
$3.89 Million
0.96% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.8 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
156,976
shares
|
$3.78 Million
0.27% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
155,606
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Added 44.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150,657
shares
|
$3.63 Million
0.58% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
146,964
shares
|
$3.54 Million
0.26% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
141,403
shares
|
$3.41 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
139,287
shares
|
$3.36 Million
0.19% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
136,809
shares
|
$3.3 Million
0.85% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
133,972
shares
|
$3.23 Million
0.6% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
132,436
shares
|
$3.19 Million
0.77% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
132,086
shares
|
$3.18 Million
2.28% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
130,959
shares
|
$3.16 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
128,542
shares
|
$3.1 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
127,280
shares
|
$3.07 Million
1.43% of portfolio
|
Q4 2024
Added 2.2%
|