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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
96,535
shares
|
$2.34 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
92,705
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
90,960
shares
|
$2.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
84,674
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
83,931
shares
|
$2.03 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
83,500
shares
|
$2.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
80,847
shares
|
$1.96 Million
0.3% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
79,010
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78,793
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
76,784
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Added 75.27%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
76,646
shares
|
$1.86 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
74,542
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
74,126
shares
|
$1.79 Million
0.29% of portfolio
|
Q1 2025
Added 49.55%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
72,700
shares
|
$1.76 Million
1.17% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
71,637
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
71,408
shares
|
$1.73 Million
0.37% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
69,587
shares
|
$1.68 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
67,014
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 27.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
66,346
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
65,277
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
64,437
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
64,290
shares
|
$1.56 Million
0.49% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
63,911
shares
|
$1.55 Million
0.2% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
63,818
shares
|
$1.55 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
63,700
shares
|
$1.54 Million
0.48% of portfolio
|
Q4 2024
Added 3.92%
|