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 420 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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
111,356
shares
|
$2.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
109,220
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
107,253
shares
|
$2.61 Million
1.37% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
106,728
shares
|
$2.6 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
105,780
shares
|
$2.58 Million
1.65% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
105,096
shares
|
$2.56 Million
0.02% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
103,812
shares
|
$2.53 Million
0.51% of portfolio
|
Q3 2025
Added 64.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
99,514
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
98,480
shares
|
$2.4 Million
2.11% of portfolio
|
Q3 2025
Reduced 54.77%
|
|
|
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%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
89,093
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
88,670
shares
|
$2.16 Million
0.17% of portfolio
|
Q3 2025
Added 105.02%
|
|
|
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
|
$2.09 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%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
85,387
shares
|
$2.08 Million
0.87% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
83,974
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
83,130
shares
|
$2.02 Million
0.28% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
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%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
80,382
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
77,113
shares
|
$1.88 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
76,646
shares
|
$1.87 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
75,364
shares
|
$1.84 Million
1.04% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
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%
|