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 419 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
73,027
shares
|
$1.78 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%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
71,301
shares
|
$1.74 Million
0.18% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
67,607
shares
|
$1.65 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
66,830
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
64,941
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Added 64.48%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,031
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
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
|
Aug 13, 2025 Q2 2025 |
63,700
shares
|
$1.55 Million
0.47% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
63,500
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
63,238
shares
|
$1.54 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
63,225
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
62,843
shares
|
$1.53 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
61,556
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
59,942
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
59,818
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 35.69%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
59,735
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
59,534
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
59,250
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
58,149
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
57,633
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
57,111
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
56,858
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.72%
|