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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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
|
$1.54 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
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%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
63,006
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
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
|
Jul 21, 2025 Q2 2025 |
61,317
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
59,942
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
59,842
shares
|
$1.45 Million
0.92% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
59,818
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 35.69%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
59,534
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
56,760
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
56,409
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
56,142
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
56,082
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
55,735
shares
|
$1.35 Million
0.27% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
55,633
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
55,604
shares
|
$1.35 Million
0.61% of portfolio
|
Q2 2025
Added 10.67%
|