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 419 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 $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
30,946
shares
|
$753,535
0.56% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
30,869
shares
|
$751,660
0.08% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
30,231
shares
|
$736,124
0.0% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
30,181
shares
|
$734,907
0.15% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
28,357
shares
|
$690,492
0.05% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
28,321
shares
|
$689,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
28,241
shares
|
$687,668
0.09% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
27,927
shares
|
$680,022
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
|
$678,512
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
27,504
shares
|
$669,722
0.27% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
26,686
shares
|
$649,804
0.11% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$647,393
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,000
shares
|
$633,100
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
25,586
shares
|
$623,019
0.5% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
25,491
shares
|
$620,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
25,234
shares
|
$614,447
0.39% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
24,947
shares
|
$607,459
0.0% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
24,921
shares
|
$606,826
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
24,909
shares
|
$606,534
0.0% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
24,124
shares
|
$587,419
0.04% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
24,106
shares
|
$586,981
0.01% of portfolio
|
Q2 2025
Reduced 44.6%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
23,937
shares
|
$582,865
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
23,444
shares
|
$570,861
0.1% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
23,354
shares
|
$568,669
0.0% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
22,810
shares
|
$555,423
0.07% of portfolio
|
Q3 2025
Added 1.2%
|