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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
270,269
shares
|
$6.58 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
|
$6.39 Million
5.24% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
260,900
shares
|
$6.35 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
|
$6.33 Million
5.36% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
257,028
shares
|
$6.26 Million
2.12% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
254,325
shares
|
$6.19 Million
4.08% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
254,312
shares
|
$6.19 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,431
shares
|
$6.07 Million
0.26% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
248,625
shares
|
$6.05 Million
0.33% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
245,243
shares
|
$5.97 Million
1.25% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
240,100
shares
|
$5.85 Million
0.12% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
236,575
shares
|
$5.76 Million
2.12% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
235,615
shares
|
$5.74 Million
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
231,701
shares
|
$5.64 Million
1.03% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
228,809
shares
|
$5.57 Million
0.06% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
226,281
shares
|
$5.51 Million
0.36% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
225,744
shares
|
$5.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
225,459
shares
|
$5.49 Million
2.47% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
224,270
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
223,333
shares
|
$5.44 Million
0.02% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
218,964
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
217,744
shares
|
$5.3 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
215,293
shares
|
$5.24 Million
2.09% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
210,028
shares
|
$5.11 Million
0.23% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
206,059
shares
|
$5.02 Million
0.08% of portfolio
|
Q3 2025
New holding
|