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 420 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 |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
12,202
shares
|
$297,118
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,100
shares
|
$294,635
0.14% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,061
shares
|
$293,685
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
11,950
shares
|
$290,982
0.21% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$290,982
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$288,791
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
11,780
shares
|
$286,843
0.09% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,735
shares
|
$285,747
0.0% of portfolio
|
Q3 2025
Added 606.5%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,642
shares
|
$283,482
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,632
shares
|
$283,239
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,577
shares
|
$281,899
0.03% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
11,379
shares
|
$277,078
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,158
shares
|
$271,697
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,951
shares
|
$266,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
10,849
shares
|
$264,173
0.22% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,729
shares
|
$261,251
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,606
shares
|
$258,256
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
10,447
shares
|
$254,384
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
10,230
shares
|
$249,100
0.17% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
9,708
shares
|
$236,389
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,620
shares
|
$234,247
0.01% of portfolio
|
Q2 2025
Added 127.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
9,600
shares
|
$233,760
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,546
shares
|
$232,445
0.04% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
9,497
shares
|
$231,251
0.05% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
9,464
shares
|
$230,448
0.1% of portfolio
|
Q3 2025
Added 4.01%
|