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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
22,370
shares
|
$544,709
0.13% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
22,332
shares
|
$543,784
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
22,278
shares
|
$542,469
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
22,170
shares
|
$539,839
0.03% of portfolio
|
Q2 2025
Added 47.69%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
21,939
shares
|
$534,214
0.04% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,522
shares
|
$524,060
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
21,248
shares
|
$517,388
0.15% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
20,882
shares
|
$508,476
0.39% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$476,261
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
19,503
shares
|
$474,898
0.14% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
19,430
shares
|
$473,120
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,271
shares
|
$469,248
0.01% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
19,157
shares
|
$466,472
0.0% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,967
shares
|
$461,846
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
18,829
shares
|
$458,486
0.03% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,774
shares
|
$457,146
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
18,211
shares
|
$443,437
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
18,179
shares
|
$442,658
0.02% of portfolio
|
Q2 2025
Added 73.68%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
17,777
shares
|
$432,869
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$428,121
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
17,467
shares
|
$425,321
0.08% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,988
shares
|
$413,657
0.29% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
16,891
shares
|
$411,295
0.06% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
16,760
shares
|
$408,106
0.07% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
16,300
shares
|
$396,905
0.09% of portfolio
|
Q3 2025
Added 0.02%
|