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 |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
130,959
shares
|
$3.15 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
130,190
shares
|
$3.13 Million
0.68% of portfolio
|
Q4 2024
Added 39.98%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
129,628
shares
|
$3.11 Million
0.64% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
129,283
shares
|
$3.11 Million
2.12% of portfolio
|
Q3 2024
Added 88.6%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
126,425
shares
|
$3.04 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
126,359
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
124,541
shares
|
$2.99 Million
1.41% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$2.97 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
121,963
shares
|
$2.93 Million
0.15% of portfolio
|
Q3 2024
Added 35.12%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
120,981
shares
|
$2.91 Million
2.24% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
120,698
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
118,002
shares
|
$2.83 Million
0.06% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
116,768
shares
|
$2.8 Million
0.14% of portfolio
|
Q3 2024
Added 94.99%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
116,273
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2024
Added 259.68%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
115,475
shares
|
$2.77 Million
0.57% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
111,996
shares
|
$2.69 Million
0.2% of portfolio
|
Q3 2024
Added 338.24%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
110,061
shares
|
$2.64 Million
0.25% of portfolio
|
Q3 2024
Added 36.37%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
107,727
shares
|
$2.59 Million
0.14% of portfolio
|
Q3 2024
Added 61.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
107,318
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 33.83%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
106,707
shares
|
$2.56 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
106,654
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
105,471
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
Added 164.6%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
104,564
shares
|
$2.51 Million
0.67% of portfolio
|
Q3 2024
Added 37.78%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
102,724
shares
|
$2.47 Million
2.15% of portfolio
|
Q3 2024
Added 1.75%
|