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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,015
shares
|
$24,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
989
shares
|
$24,082
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
898
shares
|
$21,866
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
855
shares
|
$20,819
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
847
shares
|
$20,624
0.0% of portfolio
|
Q2 2025
Added 285.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
800
shares
|
$19,480
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
796
shares
|
$19,382
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
769
shares
|
$18,725
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
628
shares
|
$15,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
590
shares
|
$14,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
563
shares
|
$13,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
536
shares
|
$13,051
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
420
shares
|
$10,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
315
shares
|
$7,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,506
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
144
shares
|
$3,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
80
shares
|
$1,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|