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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.8 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
443,466
shares
|
$10.8 Million
0.22% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
434,884
shares
|
$10.6 Million
1.5% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
423,549
shares
|
$10.3 Million
6.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
409,350
shares
|
$9.94 Million
0.8% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
392,771
shares
|
$9.54 Million
1.84% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
391,528
shares
|
$9.51 Million
0.07% of portfolio
|
Q2 2025
Added 214.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
378,169
shares
|
$9.19 Million
0.01% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,317
shares
|
$8.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
364,854
shares
|
$8.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
360,844
shares
|
$8.76 Million
0.09% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.63 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
353,783
shares
|
$8.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
351,530
shares
|
$8.54 Million
1.33% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
339,370
shares
|
$8.24 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
322,869
shares
|
$7.84 Million
3.02% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
314,361
shares
|
$7.64 Million
3.95% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
312,974
shares
|
$7.6 Million
4.46% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
303,559
shares
|
$7.37 Million
0.22% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
290,329
shares
|
$7.05 Million
0.27% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.67 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
272,957
shares
|
$6.63 Million
2.78% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
270,269
shares
|
$6.56 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
262,378
shares
|
$6.37 Million
5.24% of portfolio
|
Q2 2025
Added 3.92%
|