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 412 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
38,831
shares
|
$943,204
0.0% of portfolio
|
Q2 2025
Added 136.77%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
38,254
shares
|
$929,189
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
36,931
shares
|
$897,053
0.24% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
36,580
shares
|
$888,528
0.74% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
35,211
shares
|
$855,275
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
35,033
shares
|
$850,951
0.27% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
35,026
shares
|
$850,781
0.01% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
35,000
shares
|
$850,150
0.24% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
34,825
shares
|
$845,899
0.8% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
34,795
shares
|
$845,170
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
34,452
shares
|
$836,839
0.12% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
34,010
shares
|
$826,102
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,760
shares
|
$820,030
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
33,572
shares
|
$815,463
0.03% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
32,818
shares
|
$797,149
0.05% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
32,439
shares
|
$787,943
0.01% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
32,089
shares
|
$779,441
0.26% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
31,980
shares
|
$776,794
0.06% of portfolio
|
Q4 2024
Added 45.5%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
31,924
shares
|
$775,433
0.11% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
31,394
shares
|
$762,560
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
31,375
shares
|
$762,098
0.19% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$754,714
0.02% of portfolio
|
Q1 2024
Added 16.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
30,946
shares
|
$751,678
0.56% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
30,869
shares
|
$749,808
0.08% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,231
shares
|
$734,310
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|