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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
136,680
shares
|
$3.31 Million
1.39% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
131,850
shares
|
$3.19 Million
0.34% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
128,425
shares
|
$3.11 Million
1.51% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
127,812
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
125,616
shares
|
$3.04 Million
0.75% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
124,482
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
123,875
shares
|
$3 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
123,725
shares
|
$3 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$2.99 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
123,149
shares
|
$2.98 Million
2.08% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.95 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
119,640
shares
|
$2.9 Million
0.75% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
119,590
shares
|
$2.9 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
118,764
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
114,694
shares
|
$2.78 Million
1.44% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
114,080
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.7 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
110,620
shares
|
$2.68 Million
0.55% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
109,220
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
106,728
shares
|
$2.58 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
104,396
shares
|
$2.53 Million
0.84% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
104,203
shares
|
$2.52 Million
1.7% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
103,760
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
99,326
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
99,119
shares
|
$2.4 Million
1.25% of portfolio
|
Q1 2025
Added 23.71%
|