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 398 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$109,550
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,400
shares
|
$106,524
0.03% of portfolio
|
Q4 2023
Added 76.71%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,220
shares
|
$102,166
0.0% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
4,199
shares
|
$101,657
0.01% of portfolio
|
Q2 2025
Added 121.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,750
shares
|
$90,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,735
shares
|
$90,424
0.01% of portfolio
|
Q1 2025
Added 31.51%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
3,657
shares
|
$88,535
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,526
shares
|
$85,364
0.03% of portfolio
|
Q1 2025
Added 183.21%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,247
shares
|
$78,609
0.01% of portfolio
|
Q1 2025
Reduced 75.08%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
3,200
shares
|
$77,472
0.11% of portfolio
|
Q1 2025
Reduced 53.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,175
shares
|
$76,866
0.02% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,051
shares
|
$73,864
0.05% of portfolio
|
Q1 2025
Added 73.25%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,733
shares
|
$66,165
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,525
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,446
shares
|
$59,217
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,170
shares
|
$52,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$48,420
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$48,420
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,990
shares
|
$48,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,661
shares
|
$40,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,495
shares
|
$36,193
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,329
shares
|
$32,175
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,243
shares
|
$30,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,200
shares
|
$29,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,082
shares
|
$26,195
0.0% of portfolio
|
Q2 2023
New holding
|