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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
25,024
shares
|
$605,831
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
24,883
shares
|
$602,417
0.12% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
24,561
shares
|
$594,621
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
24,181
shares
|
$585,422
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
24,106
shares
|
$583,606
0.01% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,008
shares
|
$581,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
23,704
shares
|
$573,873
0.04% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
22,711
shares
|
$549,833
0.02% of portfolio
|
Q1 2025
Added 61.96%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
22,577
shares
|
$546,589
0.04% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
22,540
shares
|
$545,693
0.07% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
22,474
shares
|
$544,095
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
21,703
shares
|
$525,429
0.04% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
21,558
shares
|
$521,919
0.13% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
21,545
shares
|
$521,604
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,522
shares
|
$521,047
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
21,248
shares
|
$514,414
0.16% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20,801
shares
|
$503,592
0.0% of portfolio
|
Q1 2025
Added 547.6%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
20,663
shares
|
$500,251
0.4% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,532
shares
|
$497,079
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$473,523
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
19,430
shares
|
$470,400
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
19,419
shares
|
$470,133
0.13% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
19,349
shares
|
$468,439
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
18,771
shares
|
$454,445
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
18,194
shares
|
$440,476
0.2% of portfolio
|
Q1 2025
Reduced 12.95%
|