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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$206,465
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,500
shares
|
$206,465
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,444
shares
|
$205,104
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,392
shares
|
$203,841
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,350
shares
|
$202,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
8,308
shares
|
$201,801
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
8,300
shares
|
$201,607
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
8,280
shares
|
$201,121
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,876
shares
|
$191,308
0.01% of portfolio
|
Q2 2025
Added 533.63%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,295
shares
|
$177,195
0.03% of portfolio
|
Q3 2024
Added 131.22%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,037
shares
|
$170,928
0.05% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,600
shares
|
$160,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
6,430
shares
|
$156,184
0.0% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,606
shares
|
$136,169
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
5,160
shares
|
$125,336
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,639
shares
|
$112,681
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$109,912
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
4,199
shares
|
$101,993
0.01% of portfolio
|
Q2 2025
Added 121.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,023
shares
|
$97,718
0.06% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,750
shares
|
$91,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
3,657
shares
|
$88,828
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
3,402
shares
|
$82,634
0.01% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,216
shares
|
$78,116
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,175
shares
|
$77,120
0.02% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$68,983
0.01% of portfolio
|
Q2 2025
Reduced 23.96%
|