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 424 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
42,786
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 376.19%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
41,388
shares
|
$1.01 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
41,354
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
40,147
shares
|
$977,579
0.35% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
39,898
shares
|
$971,516
0.0% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
38,831
shares
|
$945,534
0.0% of portfolio
|
Q2 2025
Added 136.77%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
38,254
shares
|
$931,484
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
36,931
shares
|
$899,269
0.24% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
36,730
shares
|
$894,375
0.77% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
35,211
shares
|
$857,387
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
35,068
shares
|
$853,905
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
35,033
shares
|
$853,053
0.27% of portfolio
|
Q4 2024
Added 18.58%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
35,000
shares
|
$852,250
0.19% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
34,825
shares
|
$847,988
0.8% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
34,452
shares
|
$838,906
0.12% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
34,128
shares
|
$831,016
0.12% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
34,010
shares
|
$828,143
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,760
shares
|
$822,056
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
33,572
shares
|
$817,478
0.03% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,325
shares
|
$811,463
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
32,818
shares
|
$799,118
0.05% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
32,439
shares
|
$789,889
0.01% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
32,089
shares
|
$781,367
0.26% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
31,575
shares
|
$768,851
0.18% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
31,394
shares
|
$764,443
0.0% of portfolio
|
Q2 2025
Added 0.02%
|