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 |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
92,331
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 46.92%
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
90,306
shares
|
$2.18 Million
0.68% of portfolio
|
Q4 2024
Added 2437.4%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
88,869
shares
|
$2.14 Million
0.77% of portfolio
|
Q1 2025
Added 47.76%
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
80,930
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2024
Added 0.57%
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
80,119
shares
|
$1.93 Million
1.05% of portfolio
|
Q4 2024
Added 73.69%
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
79,160
shares
|
$1.91 Million
0.32% of portfolio
|
Q4 2024
Added 33.89%
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
74,599
shares
|
$1.8 Million
0.37% of portfolio
|
Q4 2024
Added 0.18%
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
73,407
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
70,874
shares
|
$1.71 Million
0.08% of portfolio
|
Q1 2025
Added 7.22%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
70,302
shares
|
$1.69 Million
1.17% of portfolio
|
Q4 2024
Reduced 14.31%
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
70,151
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Added 29.66%
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
70,053
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2024
Added 24.33%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
69,260
shares
|
$1.67 Million
0.28% of portfolio
|
Q4 2024
Added 55.66%
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
67,669
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
64,516
shares
|
$1.55 Million
0.53% of portfolio
|
Q4 2024
Added 3.33%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
63,967
shares
|
$1.54 Million
0.26% of portfolio
|
Q4 2024
Added 1.48%
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
63,700
shares
|
$1.54 Million
0.47% of portfolio
|
Q4 2024
Added 3.92%
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
63,500
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
63,301
shares
|
$1.53 Million
0.4% of portfolio
|
Q4 2024
Added 1.23%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
62,979
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 17.47%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
62,371
shares
|
$1.5 Million
0.83% of portfolio
|
Q4 2024
Added 10.67%
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
60,398
shares
|
$1.46 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
59,207
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
Added 4.11%
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
58,700
shares
|
$1.41 Million
0.93% of portfolio
|
Q4 2024
Added 62.38%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|