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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
200,543
shares
|
$4.88 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
199,970
shares
|
$4.87 Million
0.38% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
199,967
shares
|
$4.87 Million
0.87% of portfolio
|
Q3 2025
Added 80.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.83 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
197,511
shares
|
$4.81 Million
2.7% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
197,190
shares
|
$4.8 Million
0.7% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.73 Million
2.82% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
194,240
shares
|
$4.73 Million
1.84% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
194,237
shares
|
$4.73 Million
0.05% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
193,213
shares
|
$4.7 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
192,817
shares
|
$4.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
190,901
shares
|
$4.65 Million
1.45% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
188,608
shares
|
$4.59 Million
0.29% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
188,271
shares
|
$4.58 Million
1.15% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
185,555
shares
|
$4.52 Million
0.29% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
185,356
shares
|
$4.51 Million
2.17% of portfolio
|
Q2 2025
Added 35.52%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
184,919
shares
|
$4.5 Million
0.86% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
177,277
shares
|
$4.32 Million
0.28% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
176,362
shares
|
$4.29 Million
0.17% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
175,430
shares
|
$4.27 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
174,933
shares
|
$4.26 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
173,383
shares
|
$4.22 Million
0.98% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
173,000
shares
|
$4.21 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.12 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
165,900
shares
|
$4.04 Million
0.11% of portfolio
|
Q2 2025
Added 34.09%
|