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 398 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
188,608
shares
|
$4.56 Million
0.29% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
187,290
shares
|
$4.52 Million
1.34% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
185,957
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
181,654
shares
|
$4.39 Million
3.99% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
180,496
shares
|
$4.36 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
179,958
shares
|
$4.35 Million
0.05% of portfolio
|
Q1 2025
Added 44.08%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
178,103
shares
|
$4.3 Million
0.3% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.22 Million
2.69% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
173,845
shares
|
$4.2 Million
0.72% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
170,290
shares
|
$4.11 Million
0.99% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.09 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
166,924
shares
|
$4.03 Million
0.19% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
164,698
shares
|
$3.98 Million
0.79% of portfolio
|
Q1 2025
Added 108.06%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
163,203
shares
|
$3.94 Million
0.43% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
162,767
shares
|
$3.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
159,259
shares
|
$3.85 Million
0.22% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
159,083
shares
|
$3.84 Million
0.28% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
157,723
shares
|
$3.81 Million
0.82% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.81 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
156,452
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
150,657
shares
|
$3.64 Million
0.58% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
139,930
shares
|
$3.38 Million
0.9% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
137,975
shares
|
$3.33 Million
2.44% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
136,770
shares
|
$3.3 Million
1.74% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
131,850
shares
|
$3.19 Million
0.34% of portfolio
|
Q1 2025
Added 15.89%
|