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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,733
shares
|
$66,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,507
shares
|
$60,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,725
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,446
shares
|
$59,413
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,170
shares
|
$52,709
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,093
shares
|
$50,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$48,580
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$48,580
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,661
shares
|
$40,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,512
shares
|
$36,726
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,329
shares
|
$32,281
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$29,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,155
shares
|
$28,054
0.0% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,095
shares
|
$26,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,070
shares
|
$25,990
0.0% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,042
shares
|
$25,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,036
shares
|
$25,164
0.0% of portfolio
|
Q2 2025
Added 46.95%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,015
shares
|
$24,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
989
shares
|
$24,022
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
898
shares
|
$21,812
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
855
shares
|
$20,767
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
847
shares
|
$20,573
0.0% of portfolio
|
Q2 2025
Added 285.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
800
shares
|
$19,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
787
shares
|
$19,116
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
761
shares
|
$18,484
0.0% of portfolio
|
Q2 2025
Added 1.2%
|