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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$110,183
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
4,375
shares
|
$106,531
0.01% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,023
shares
|
$97,960
0.06% of portfolio
|
Q2 2025
Added 31.86%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,750
shares
|
$91,312
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
|
$89,047
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
3,402
shares
|
$82,838
0.01% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,216
shares
|
$78,309
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,175
shares
|
$77,311
0.02% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$69,154
0.01% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,733
shares
|
$66,548
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,535
shares
|
$61,727
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,875
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,446
shares
|
$59,560
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,170
shares
|
$52,839
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,093
shares
|
$50,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$48,700
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$48,700
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,528
shares
|
$37,206
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,329
shares
|
$32,361
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$29,220
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,155
shares
|
$28,124
0.0% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,095
shares
|
$26,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,070
shares
|
$26,054
0.0% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,042
shares
|
$25,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,036
shares
|
$25,226
0.0% of portfolio
|
Q2 2025
Added 46.95%
|