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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
45,013
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
44,726
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
44,671
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2020
Reduced 53.34%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
43,808
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,400
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
42,664
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
41,923
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
40,902
shares
|
$985,738
0.01% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
40,501
shares
|
$976,074
0.37% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
39,703
shares
|
$956,842
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
39,672
shares
|
$956,095
0.16% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
38,567
shares
|
$929,464
0.15% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
36,630
shares
|
$882,783
0.35% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
35,780
shares
|
$862,298
0.05% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
35,165
shares
|
$847,476
0.0% of portfolio
|
Q4 2024
Added 319.88%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
35,033
shares
|
$844,295
0.28% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
34,492
shares
|
$831,257
0.25% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
34,268
shares
|
$825,858
0.05% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
33,708
shares
|
$812,362
0.01% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,980
shares
|
$770,718
0.06% of portfolio
|
Q4 2024
Added 45.5%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
31,933
shares
|
$769,585
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
31,470
shares
|
$758,427
0.01% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,360
shares
|
$755,776
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
31,302
shares
|
$754,378
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
31,210
shares
|
$752,161
0.2% of portfolio
|
Q1 2025
Reduced 2.65%
|