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 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,036,060
shares
|
$195 Million
0.02% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,212,231
shares
|
$102 Million
1.89% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,771,198
shares
|
$91.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,203,508
shares
|
$77.6 Million
1.38% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,857,492
shares
|
$69.2 Million
0.01% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,809,312
shares
|
$68 Million
0.03% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,748,690
shares
|
$66.6 Million
0.28% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,508,278
shares
|
$60.8 Million
0.14% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,425,277
shares
|
$58.7 Million
0.65% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,307,322
shares
|
$55.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,110,416
shares
|
$51.1 Million
0.02% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,846,241
shares
|
$44.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,831,335
shares
|
$44.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,478,352
shares
|
$35.8 Million
0.01% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,474,249
shares
|
$35.7 Million
2.4% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,400,628
shares
|
$33.9 Million
0.05% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,319,977
shares
|
$32 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,307,775
shares
|
$31.7 Million
4.81% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,265,736
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,159,837
shares
|
$28.1 Million
2.33% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,136,637
shares
|
$27.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,129,965
shares
|
$27.4 Million
1.7% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,121,733
shares
|
$27.2 Million
2.22% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,094,509
shares
|
$26.5 Million
0.04% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,049,451
shares
|
$25.4 Million
21.84% of portfolio
|
Q2 2025
Added 1.65%
|