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 |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
29,878
shares
|
$725,736
0.16% of portfolio
|
Q2 2025
Reduced 48.05%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
28,321
shares
|
$687,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
28,241
shares
|
$685,973
0.09% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
27,927
shares
|
$678,346
0.06% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$676,840
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
26,686
shares
|
$648,202
0.11% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$645,798
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
26,550
shares
|
$644,899
0.3% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,000
shares
|
$631,540
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
25,586
shares
|
$621,483
0.5% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
25,491
shares
|
$619,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
24,947
shares
|
$605,962
0.0% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
24,921
shares
|
$605,331
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
24,909
shares
|
$605,039
0.0% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
24,883
shares
|
$604,408
0.11% of portfolio
|
Q4 2024
Added 48.97%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
24,124
shares
|
$585,971
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
24,117
shares
|
$585,801
0.02% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
24,106
shares
|
$585,534
0.01% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
23,937
shares
|
$581,429
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
23,389
shares
|
$568,118
0.39% of portfolio
|
Q2 2025
Added 35.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
23,354
shares
|
$567,268
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
23,259
shares
|
$564,961
0.01% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
22,577
shares
|
$548,395
0.04% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
22,540
shares
|
$547,496
0.07% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
22,332
shares
|
$542,444
0.0% of portfolio
|
Q2 2025
Added 8.77%
|