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 411 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 $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,112,244
shares
|
$196 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,212,231
shares
|
$102 Million
1.89% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,979,182
shares
|
$96.4 Million
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,701,526
shares
|
$89.7 Million
2.19% of portfolio
|
Q2 2025
Added 2356.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,203,508
shares
|
$77.6 Million
1.38% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,128,939
shares
|
$75.8 Million
0.29% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,075,615
shares
|
$74.5 Million
0.03% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,814,444
shares
|
$68.2 Million
0.14% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,581,593
shares
|
$62.5 Million
0.56% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,454,384
shares
|
$59.4 Million
0.02% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,108,441
shares
|
$51.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,818,717
shares
|
$44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,511,525
shares
|
$36.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,501,886
shares
|
$36.4 Million
0.01% of portfolio
|
Q2 2025
Added 18.66%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,474,249
shares
|
$35.7 Million
2.4% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,435,397
shares
|
$34.8 Million
0.05% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,319,977
shares
|
$32 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,319,610
shares
|
$32 Million
2.4% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,307,775
shares
|
$31.7 Million
4.81% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,173,113
shares
|
$28.4 Million
1.6% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,144,457
shares
|
$27.7 Million
0.04% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,136,637
shares
|
$27.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,121,733
shares
|
$27.2 Million
2.22% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,056,059
shares
|
$25.6 Million
1.07% of portfolio
|
Q2 2025
Added 5.08%
|