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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
156,452
shares
|
$3.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
150,594
shares
|
$3.66 Million
1.74% of portfolio
|
Q2 2025
Added 51.93%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
147,994
shares
|
$3.6 Million
1.54% of portfolio
|
Q2 2025
Added 39.38%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
146,505
shares
|
$3.56 Million
2.25% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
142,591
shares
|
$3.46 Million
0.85% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
139,881
shares
|
$3.4 Million
0.33% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
137,467
shares
|
$3.34 Million
0.06% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
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 |
Jul 16, 2025 Q2 2025 |
136,680
shares
|
$3.32 Million
1.39% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
128,425
shares
|
$3.12 Million
1.51% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
125,616
shares
|
$3.05 Million
0.75% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
123,875
shares
|
$3.01 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
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 |
Jul 23, 2025 Q2 2025 |
123,149
shares
|
$2.99 Million
2.08% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.96 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
121,561
shares
|
$2.95 Million
0.69% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
115,320
shares
|
$2.8 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.
|
Jul 23, 2025 Q2 2025 |
114,080
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.71 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
111,356
shares
|
$2.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
110,620
shares
|
$2.69 Million
0.55% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
109,220
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
106,728
shares
|
$2.59 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
105,096
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Added 1.29%
|