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 |
|---|---|---|---|---|---|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,049,451
shares
|
$25.5 Million
21.84% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,022,940
shares
|
$24.9 Million
2.32% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
991,308
shares
|
$24.1 Million
1.33% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
982,970
shares
|
$23.9 Million
0.94% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
912,441
shares
|
$22.2 Million
0.02% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
863,608
shares
|
$21 Million
1.95% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
808,173
shares
|
$19.6 Million
4.96% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
767,151
shares
|
$18.6 Million
0.04% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
691,805
shares
|
$16.8 Million
2.11% of portfolio
|
Q2 2025
Added 123.79%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
685,568
shares
|
$16.7 Million
2.75% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
675,836
shares
|
$16.4 Million
1.76% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
673,159
shares
|
$16.4 Million
0.22% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
657,531
shares
|
$16 Million
0.08% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
654,276
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
643,728
shares
|
$15.6 Million
0.27% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15.2 Million
2.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
620,753
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
613,506
shares
|
$14.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
571,307
shares
|
$13.9 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
540,161
shares
|
$13.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
517,077
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
494,190
shares
|
$12 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
471,129
shares
|
$11.4 Million
0.7% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
459,995
shares
|
$11.2 Million
3.31% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
452,728
shares
|
$11 Million
0.75% of portfolio
|
Q2 2025
Added 1.39%
|