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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
125,900
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 79.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
125,786
shares
|
$3.03 Million
0.03% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
124,898
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$2.98 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
122,986
shares
|
$2.96 Million
2.29% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
122,953
shares
|
$2.96 Million
0.24% of portfolio
|
Q1 2025
Added 77.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.94 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
120,601
shares
|
$2.91 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
117,825
shares
|
$2.84 Million
0.05% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
115,367
shares
|
$2.78 Million
0.72% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
113,767
shares
|
$2.74 Million
0.3% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
112,768
shares
|
$2.72 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.69 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
110,620
shares
|
$2.67 Million
0.58% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
106,707
shares
|
$2.57 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
104,481
shares
|
$2.52 Million
2.21% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
102,430
shares
|
$2.47 Million
1.83% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
102,386
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
101,636
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
99,439
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
96,878
shares
|
$2.33 Million
1.08% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
96,457
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
93,258
shares
|
$2.25 Million
0.21% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
92,988
shares
|
$2.24 Million
1.38% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
92,489
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 20.27%
|