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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
260,900
shares
|
$6.34 Million
2.64% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
260,076
shares
|
$6.32 Million
5.36% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
257,028
shares
|
$6.24 Million
2.12% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
254,325
shares
|
$6.18 Million
4.08% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
254,312
shares
|
$6.18 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,431
shares
|
$6.06 Million
0.26% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
240,100
shares
|
$5.83 Million
0.12% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
239,310
shares
|
$5.81 Million
1.37% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
236,575
shares
|
$5.75 Million
2.12% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
235,615
shares
|
$5.72 Million
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
231,701
shares
|
$5.63 Million
1.03% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
225,744
shares
|
$5.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
225,459
shares
|
$5.48 Million
2.47% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
224,270
shares
|
$5.45 Million
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
223,860
shares
|
$5.44 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
223,333
shares
|
$5.42 Million
0.02% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
219,002
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
217,744
shares
|
$5.29 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
215,293
shares
|
$5.23 Million
2.09% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
210,028
shares
|
$5.1 Million
0.23% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
205,338
shares
|
$4.99 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
203,151
shares
|
$4.93 Million
3.94% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
200,543
shares
|
$4.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
199,970
shares
|
$4.86 Million
0.38% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.82 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|