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 436 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 $2.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
47,042
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2025
Added 32.39%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
46,434
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
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 |
Nov 07, 2025 Q3 2025 |
46,134
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,851
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
44,479
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
42,758
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2025
Added 71.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
42,347
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2025
Added 165.55%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Jan 23, 2026 Q4 2025 |
42,214
shares
|
$1.02 Million
0.77% of portfolio
|
Q4 2025
Reduced 5.88%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
41,251
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
40,962
shares
|
$994,147
0.79% of portfolio
|
Q4 2025
Reduced 10.01%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
40,666
shares
|
$986,963
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
40,153
shares
|
$974,513
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
40,147
shares
|
$974,367
0.35% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Timber Creek Capital Management LLC
|
Jan 23, 2026 Q4 2025 |
38,926
shares
|
$944,734
0.25% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
37,533
shares
|
$910,925
0.27% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
37,063
shares
|
$899,519
0.8% of portfolio
|
Q4 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,885
shares
|
$895,198
0.0% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
36,675
shares
|
$890,102
0.8% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
36,556
shares
|
$887,214
0.06% of portfolio
|
Q4 2025
Added 28.91%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
36,352
shares
|
$882,263
0.1% of portfolio
|
Q4 2025
Added 104.49%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
35,573
shares
|
$863,356
0.75% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
35,211
shares
|
$854,570
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
35,068
shares
|
$851,100
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
35,000
shares
|
$849,450
0.19% of portfolio
|
Q2 2025
Added 133.33%
|
|