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 433 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,453,370
shares
|
$205 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,409,133
shares
|
$107 Million
1.83% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,883,199
shares
|
$94.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,856,587
shares
|
$93.6 Million
0.16% of portfolio
|
Q3 2025
Added 37.03%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,586,205
shares
|
$87 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,557,504
shares
|
$86.3 Million
0.28% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,238,610
shares
|
$78.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,076,624
shares
|
$74.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,865,212
shares
|
$69.5 Million
0.02% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,798,193
shares
|
$67.9 Million
0.53% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,922,856
shares
|
$46.7 Million
0.01% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,831,335
shares
|
$44.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,606,673
shares
|
$39 Million
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,587,979
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,573,208
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,460,296
shares
|
$35.4 Million
2.48% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,431,645
shares
|
$34.7 Million
0.6% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
1,377,966
shares
|
$33.4 Million
2.25% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,345,475
shares
|
$32.7 Million
4.61% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,307,228
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,268,483
shares
|
$30.8 Million
2.31% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,229,199
shares
|
$29.8 Million
1.59% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,172,950
shares
|
$28.5 Million
1.12% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,149,605
shares
|
$27.9 Million
1.01% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,117,102
shares
|
$27.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|