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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
63,500
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,317
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
60,371
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 39.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
59,614
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 39.73%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
59,425
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Added 68.99%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.41 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
57,802
shares
|
$1.4 Million
0.16% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
57,633
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
57,321
shares
|
$1.39 Million
0.18% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
57,111
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
56,082
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
55,383
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
54,023
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.18%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
52,840
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
51,766
shares
|
$1.25 Million
0.47% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
51,316
shares
|
$1.24 Million
0.66% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,993
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
50,981
shares
|
$1.23 Million
0.93% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
50,242
shares
|
$1.22 Million
0.62% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
50,170
shares
|
$1.21 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
49,509
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 73.93%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
49,315
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
49,309
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
49,164
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2023
New holding
|