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 398 institutions that hold shares in the stock, with a total of 105 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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$28,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,082
shares
|
$26,141
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,042
shares
|
$25,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,015
shares
|
$24,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
989
shares
|
$23,894
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
874
shares
|
$21,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
855
shares
|
$20,656
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
837
shares
|
$20,221
0.01% of portfolio
|
Q1 2025
Added 359.89%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
800
shares
|
$19,328
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
779
shares
|
$18,820
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
752
shares
|
$18,168
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
705
shares
|
$17,032
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
628
shares
|
$15,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
536
shares
|
$12,949
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
420
shares
|
$10,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
380
shares
|
$9,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
315
shares
|
$7,610
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
220
shares
|
$5,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,479
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
114
shares
|
$2,754
0.0% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
80
shares
|
$1,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
32
shares
|
$773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|