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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
99,119
shares
|
$2.4 Million
1.25% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
94,885
shares
|
$2.3 Million
0.04% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
92,705
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
90,960
shares
|
$2.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
88,869
shares
|
$2.15 Million
0.77% of portfolio
|
Q1 2025
Added 47.76%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
83,931
shares
|
$2.03 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
83,500
shares
|
$2.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
81,811
shares
|
$1.98 Million
1.25% of portfolio
|
Q1 2025
Added 35.45%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
79,010
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78,793
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
74,126
shares
|
$1.79 Million
0.29% of portfolio
|
Q1 2025
Added 49.55%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
72,700
shares
|
$1.76 Million
1.17% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
71,637
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
71,408
shares
|
$1.73 Million
0.37% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
70,874
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
69,587
shares
|
$1.68 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
68,325
shares
|
$1.65 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
67,014
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 27.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
66,346
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
65,277
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
64,437
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
63,911
shares
|
$1.55 Million
0.2% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
63,818
shares
|
$1.54 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
63,700
shares
|
$1.54 Million
0.48% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
63,500
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2023
New holding
|