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 |
|---|---|---|---|---|---|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
197,511
shares
|
$4.8 Million
2.7% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
195,185
shares
|
$4.74 Million
0.34% of portfolio
|
Q2 2025
Added 58.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
194,237
shares
|
$4.72 Million
0.05% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
192,817
shares
|
$4.69 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
|
$4.64 Million
1.45% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
188,608
shares
|
$4.58 Million
0.29% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
186,999
shares
|
$4.54 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
185,813
shares
|
$4.52 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
185,555
shares
|
$4.51 Million
0.29% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
185,356
shares
|
$4.5 Million
2.17% of portfolio
|
Q2 2025
Added 35.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
183,085
shares
|
$4.45 Million
0.7% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.35 Million
2.73% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
176,191
shares
|
$4.28 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
174,933
shares
|
$4.25 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
173,383
shares
|
$4.21 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
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.11 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
165,900
shares
|
$4.03 Million
0.11% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
165,435
shares
|
$4.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
164,698
shares
|
$4 Million
0.79% of portfolio
|
Q1 2025
Added 108.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
163,728
shares
|
$3.98 Million
0.27% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
162,767
shares
|
$3.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
159,259
shares
|
$3.87 Million
0.22% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
157,723
shares
|
$3.83 Million
0.82% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.83 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|