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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
56,858
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
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%
|
|
|
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%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,631
shares
|
$1.31 Million
0.95% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
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%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
50,674
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
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%
|
|
|
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
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
49,183
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
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
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
47,378
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
47,069
shares
|
$1.15 Million
0.79% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
46,386
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
45,695
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
45,519
shares
|
$1.11 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
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
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
43,367
shares
|
$1.06 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
42,786
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 376.19%
|