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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
188,608
shares
|
$4.57 Million
0.29% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
187,290
shares
|
$4.53 Million
1.34% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
185,957
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
185,813
shares
|
$4.5 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
185,356
shares
|
$4.49 Million
2.17% of portfolio
|
Q2 2025
Added 35.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
183,085
shares
|
$4.43 Million
0.7% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
180,496
shares
|
$4.37 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
179,958
shares
|
$4.36 Million
0.05% of portfolio
|
Q1 2025
Added 44.08%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.34 Million
2.73% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
178,103
shares
|
$4.31 Million
0.3% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
170,290
shares
|
$4.12 Million
0.99% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.09 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
165,435
shares
|
$4.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
164,698
shares
|
$3.99 Million
0.79% of portfolio
|
Q1 2025
Added 108.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
163,728
shares
|
$3.96 Million
0.27% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
162,767
shares
|
$3.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
159,259
shares
|
$3.86 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
|
$3.82 Million
0.82% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.82 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
156,452
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150,657
shares
|
$3.65 Million
0.58% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
147,994
shares
|
$3.58 Million
1.54% of portfolio
|
Q2 2025
Added 39.38%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
139,930
shares
|
$3.39 Million
0.9% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
137,975
shares
|
$3.34 Million
2.44% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
137,467
shares
|
$3.33 Million
0.06% of portfolio
|
Q2 2025
Added 16.67%
|