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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
104,396
shares
|
$2.54 Million
0.84% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
104,203
shares
|
$2.53 Million
1.7% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
104,064
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
99,514
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
96,535
shares
|
$2.35 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
89,545
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
88,069
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
85,689
shares
|
$2.08 Million
0.3% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
85,500
shares
|
$2.08 Million
1.31% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
84,674
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
82,151
shares
|
$2 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
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%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
80,382
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
79,218
shares
|
$1.92 Million
0.9% of portfolio
|
Q2 2025
Added 54.37%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
77,113
shares
|
$1.87 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
76,784
shares
|
$1.87 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
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
74,358
shares
|
$1.81 Million
0.28% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
73,138
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
73,027
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
71,998
shares
|
$1.75 Million
0.35% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
71,659
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
68,074
shares
|
$1.65 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
66,830
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|