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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
164,698
shares
|
$4.01 Million
0.79% of portfolio
|
Q1 2025
Added 108.06%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
159,259
shares
|
$3.88 Million
0.22% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.84 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
156,452
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
153,758
shares
|
$3.74 Million
0.65% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
150,594
shares
|
$3.67 Million
1.74% of portfolio
|
Q2 2025
Added 51.93%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
149,241
shares
|
$3.63 Million
1.56% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
146,505
shares
|
$3.57 Million
2.25% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
145,525
shares
|
$3.54 Million
0.06% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
142,591
shares
|
$3.47 Million
0.85% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
139,881
shares
|
$3.41 Million
0.33% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
137,261
shares
|
$3.34 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
135,677
shares
|
$3.3 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
130,883
shares
|
$3.19 Million
0.7% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
129,043
shares
|
$3.14 Million
0.96% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
127,040
shares
|
$3.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$3.01 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
122,880
shares
|
$2.99 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.97 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
121,561
shares
|
$2.96 Million
0.69% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
115,320
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
114,694
shares
|
$2.79 Million
1.44% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
111,958
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
111,897
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.72 Million
1.02% of portfolio
|
Q4 2024
New holding
|