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 |
|---|---|---|---|---|---|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
1,058,518
shares
|
$25.8 Million
17.65% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,056,059
shares
|
$25.7 Million
1.07% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,037,195
shares
|
$25.3 Million
2.17% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
988,062
shares
|
$24.1 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
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
|
Oct 16, 2025 Q3 2025 |
894,019
shares
|
$21.8 Million
1.9% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
808,173
shares
|
$19.7 Million
4.96% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
767,151
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
703,584
shares
|
$17.1 Million
0.2% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
701,255
shares
|
$17.1 Million
1.03% of portfolio
|
Q3 2025
Added 54.9%
|
|
|
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
|
$16.5 Million
1.76% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
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
|
$15.7 Million
0.27% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15.3 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
|
Oct 21, 2025 Q3 2025 |
556,933
shares
|
$13.6 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
540,161
shares
|
$13.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
527,398
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
525,477
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
471,129
shares
|
$11.5 Million
0.7% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
451,082
shares
|
$11 Million
0.26% of portfolio
|
Q2 2025
Added 3.06%
|