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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,401
shares
|
$228,914
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
9,203
shares
|
$224,093
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
9,150
shares
|
$222,802
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
8,871
shares
|
$216,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
8,867
shares
|
$215,911
0.04% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$215,327
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
8,720
shares
|
$212,332
0.08% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,633
shares
|
$210,213
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$206,975
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,500
shares
|
$206,975
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,444
shares
|
$205,611
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
8,435
shares
|
$205,392
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,392
shares
|
$204,345
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,350
shares
|
$203,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,308
shares
|
$202,299
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
8,300
shares
|
$202,105
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
8,280
shares
|
$201,618
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,876
shares
|
$191,780
0.01% of portfolio
|
Q2 2025
Added 533.63%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,295
shares
|
$177,633
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,037
shares
|
$171,350
0.05% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,430
shares
|
$156,570
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,609
shares
|
$136,579
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$125,646
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,639
shares
|
$112,959
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,594
shares
|
$111,863
0.01% of portfolio
|
Q3 2025
Reduced 90.72%
|