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 398 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
452,728
shares
|
$11 Million
0.75% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.7 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
438,174
shares
|
$10.6 Million
0.22% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
437,701
shares
|
$10.6 Million
0.27% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
434,884
shares
|
$10.5 Million
1.5% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
412,900
shares
|
$10 Million
0.02% of portfolio
|
Q1 2025
Added 227.96%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
389,449
shares
|
$9.43 Million
0.89% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
386,537
shares
|
$9.36 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
384,466
shares
|
$9.31 Million
2.98% of portfolio
|
Q1 2025
Added 325.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
367,317
shares
|
$8.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.6 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
354,969
shares
|
$8.59 Million
0.01% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
352,459
shares
|
$8.53 Million
0.1% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
351,530
shares
|
$8.51 Million
1.33% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
339,470
shares
|
$8.22 Million
3.52% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
322,869
shares
|
$7.82 Million
3.02% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
315,687
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
314,361
shares
|
$7.61 Million
3.95% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
306,953
shares
|
$7.43 Million
4.6% of portfolio
|
Q1 2025
Reduced 51.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
287,224
shares
|
$6.95 Million
0.23% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
280,964
shares
|
$6.8 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.65 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
270,269
shares
|
$6.54 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
265,961
shares
|
$6.44 Million
3.41% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
264,018
shares
|
$6.39 Million
2.17% of portfolio
|
Q1 2025
Reduced 22.11%
|