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 345 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,360
shares
|
$753,267
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
31,200
shares
|
$749,424
0.18% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$746,325
0.02% of portfolio
|
Q1 2024
Added 16.14%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
29,545
shares
|
$709,670
0.24% of portfolio
|
Q2 2024
Added 10.68%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
29,178
shares
|
$700,855
0.45% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
28,476
shares
|
$683,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
27,996
shares
|
$672,463
0.12% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$669,317
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
26,935
shares
|
$646,978
0.07% of portfolio
|
Q4 2023
Added 50.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$638,619
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
26,390
shares
|
$633,887
0.25% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
26,185
shares
|
$628,963
0.25% of portfolio
|
Q3 2024
Added 51.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$624,520
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
25,974
shares
|
$623,895
0.02% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
25,898
shares
|
$622,069
0.13% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
25,586
shares
|
$614,575
0.53% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,300
shares
|
$583,686
0.04% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
23,778
shares
|
$571,147
0.07% of portfolio
|
Q2 2024
Added 13.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,575
shares
|
$566,271
0.03% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
23,547
shares
|
$565,598
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,214
shares
|
$557,600
0.02% of portfolio
|
Q2 2024
Reduced 33.85%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
22,713
shares
|
$545,566
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,297
shares
|
$535,573
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
21,980
shares
|
$527,959
0.04% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
21,912
shares
|
$526,326
0.07% of portfolio
|
Q3 2024
New holding
|