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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
51,766
shares
|
$1.26 Million
0.47% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,993
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
50,981
shares
|
$1.24 Million
0.93% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
50,210
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
50,170
shares
|
$1.22 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
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
49,270
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
48,146
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
47,600
shares
|
$1.16 Million
0.42% of portfolio
|
Q2 2025
Added 120.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
47,517
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
47,330
shares
|
$1.15 Million
1.06% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
47,069
shares
|
$1.14 Million
0.79% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
46,336
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
45,695
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
45,653
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
44,898
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
44,207
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
43,250
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 35.58%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
42,786
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 376.19%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
42,180
shares
|
$1.02 Million
0.49% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
40,147
shares
|
$975,572
0.35% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
39,898
shares
|
$969,521
0.0% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
39,624
shares
|
$962,863
0.35% of portfolio
|
Q2 2025
Added 8.17%
|