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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
127,966
shares
|
$3.1 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
127,812
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
124,738
shares
|
$3.02 Million
2.36% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
124,482
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
123,725
shares
|
$2.99 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$2.99 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
122,953
shares
|
$2.98 Million
0.24% of portfolio
|
Q1 2025
Added 77.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.95 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
120,601
shares
|
$2.92 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
119,640
shares
|
$2.9 Million
0.75% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
119,590
shares
|
$2.89 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
118,764
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
117,825
shares
|
$2.85 Million
0.05% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
112,768
shares
|
$2.73 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.7 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
110,795
shares
|
$2.68 Million
1.53% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
110,620
shares
|
$2.68 Million
0.58% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
109,220
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
107,861
shares
|
$2.61 Million
2.27% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
106,182
shares
|
$2.57 Million
1.2% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
103,760
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
102,430
shares
|
$2.48 Million
1.83% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
101,589
shares
|
$2.46 Million
1.51% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
100,035
shares
|
$2.42 Million
0.03% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
99,326
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.97%
|