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 |
|---|---|---|---|---|---|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
22,170
shares
|
$538,509
0.03% of portfolio
|
Q2 2025
Added 47.69%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
21,703
shares
|
$527,165
0.04% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
21,558
shares
|
$523,643
0.13% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,522
shares
|
$522,769
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
21,248
shares
|
$516,113
0.16% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
20,663
shares
|
$501,904
0.4% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$475,088
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
19,430
shares
|
$471,954
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
19,419
shares
|
$471,687
0.13% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
19,157
shares
|
$465,323
0.0% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,967
shares
|
$460,708
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
18,829
shares
|
$457,356
0.03% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,774
shares
|
$456,020
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
18,211
shares
|
$442,345
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,179
shares
|
$441,567
0.02% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$427,066
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
17,467
shares
|
$424,273
0.08% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,988
shares
|
$412,638
0.29% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
16,297
shares
|
$395,854
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
16,239
shares
|
$394,445
0.07% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
16,110
shares
|
$391,311
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,947
shares
|
$387,352
0.06% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
15,907
shares
|
$386,381
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,898
shares
|
$386,162
0.01% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
15,865
shares
|
$385,360
0.06% of portfolio
|
Q4 2024
Added 10.18%
|