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 |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
57,515
shares
|
$1.39 Million
0.36% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
56,950
shares
|
$1.37 Million
0.46% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
56,836
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
55,383
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
54,367
shares
|
$1.31 Million
0.17% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
52,920
shares
|
$1.28 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
52,649
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
52,571
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
51,725
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
51,613
shares
|
$1.24 Million
0.66% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,993
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
50,974
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
50,089
shares
|
$1.21 Million
0.6% of portfolio
|
Q4 2024
Added 58.35%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
50,071
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
49,566
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
49,517
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
49,087
shares
|
$1.18 Million
1.12% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
48,059
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
47,798
shares
|
$1.15 Million
0.84% of portfolio
|
Q1 2025
Added 99.16%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
47,010
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
46,542
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
46,462
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Added 26.26%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
46,268
shares
|
$1.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
45,726
shares
|
$1.1 Million
0.83% of portfolio
|
Q4 2024
Added 13.12%
|