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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
47,468
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,973
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
46,723
shares
|
$1.13 Million
0.79% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
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%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
46,416
shares
|
$1.12 Million
0.88% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
45,255
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
45,099
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 24146.77%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
44,536
shares
|
$1.08 Million
1.06% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
44,083
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 343.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
43,830
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
43,514
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
43,358
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
42,443
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
42,057
shares
|
$1.02 Million
0.56% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
40,149
shares
|
$969,999
0.37% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
39,624
shares
|
$957,315
0.35% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
39,483
shares
|
$953,909
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
36,950
shares
|
$892,712
0.08% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,346
shares
|
$853,959
0.01% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
35,211
shares
|
$850,697
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
35,033
shares
|
$846,397
0.29% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
35,000
shares
|
$845,600
0.24% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
34,554
shares
|
$834,824
0.24% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
34,010
shares
|
$821,681
0.17% of portfolio
|
Q1 2025
New holding
|