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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$385,117
0.22% of portfolio
|
Q4 2022
Added 341.52%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
15,786
shares
|
$383,441
0.12% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
15,671
shares
|
$380,648
0.18% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
15,498
shares
|
$376,446
0.23% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
15,425
shares
|
$374,673
0.19% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
15,266
shares
|
$370,811
0.16% of portfolio
|
Q2 2025
Reduced 52.33%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,937
shares
|
$362,819
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
14,925
shares
|
$362,528
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,555
shares
|
$353,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
14,050
shares
|
$341,274
0.02% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
14,004
shares
|
$340,157
0.14% of portfolio
|
Q1 2025
Added 129.16%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,862
shares
|
$336,707
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
13,471
shares
|
$327,210
0.11% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
13,382
shares
|
$325,048
0.13% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
13,097
shares
|
$318,126
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
13,079
shares
|
$317,688
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
12,630
shares
|
$306,782
0.1% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,550
shares
|
$304,839
0.01% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,363
shares
|
$300,297
0.02% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
12,202
shares
|
$296,386
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,061
shares
|
$292,961
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$290,265
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$288,079
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
11,653
shares
|
$283,051
0.1% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
11,650
shares
|
$282,978
0.23% of portfolio
|
Q2 2025
Added 8.88%
|