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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,382
shares
|
$323,978
0.14% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
13,324
shares
|
$322,574
0.12% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
13,150
shares
|
$318,361
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
13,097
shares
|
$317,078
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
13,079
shares
|
$316,642
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
12,755
shares
|
$308,798
0.03% of portfolio
|
Q1 2025
Added 152.08%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,550
shares
|
$303,835
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,363
shares
|
$299,308
0.03% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,061
shares
|
$291,996
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$289,309
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$287,130
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
11,840
shares
|
$286,646
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
11,653
shares
|
$282,119
0.1% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,650
shares
|
$282,046
0.23% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
11,379
shares
|
$275,485
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,205
shares
|
$271,273
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,060
shares
|
$267,762
0.01% of portfolio
|
Q1 2025
Reduced 38.88%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
10,945
shares
|
$264,978
0.04% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
10,809
shares
|
$261,685
0.23% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,796
shares
|
$261,371
0.06% of portfolio
|
Q1 2025
Added 1021.08%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,729
shares
|
$259,749
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,606
shares
|
$256,771
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
10,447
shares
|
$252,921
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
10,230
shares
|
$247,668
0.18% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
10,169
shares
|
$246,191
0.1% of portfolio
|
Q2 2025
Added 0.03%
|