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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
16,110
shares
|
$392,278
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,947
shares
|
$388,309
0.04% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
15,907
shares
|
$387,335
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,898
shares
|
$387,116
0.01% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,880
shares
|
$386,678
0.01% of portfolio
|
Q3 2025
Added 70.35%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$386,069
0.22% of portfolio
|
Q4 2022
Added 341.52%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
15,671
shares
|
$381,588
0.18% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
15,498
shares
|
$377,376
0.23% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
15,425
shares
|
$375,598
0.19% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
15,266
shares
|
$371,727
0.16% of portfolio
|
Q2 2025
Reduced 52.33%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
14,937
shares
|
$363,715
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
14,925
shares
|
$363,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
14,855
shares
|
$361,719
0.05% of portfolio
|
Q3 2025
Added 35.72%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,555
shares
|
$354,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,424
shares
|
$351,224
0.05% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
14,050
shares
|
$342,117
0.02% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,862
shares
|
$337,539
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
13,618
shares
|
$331,598
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
13,382
shares
|
$325,851
0.13% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
13,097
shares
|
$318,911
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
12,630
shares
|
$307,540
0.1% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
12,608
shares
|
$307,004
0.11% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,550
shares
|
$305,592
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
12,449
shares
|
$303,133
0.01% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,363
shares
|
$301,039
0.02% of portfolio
|
Q1 2025
Reduced 13.17%
|