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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
14,522
shares
|
$352,448
0.02% of portfolio
|
Q4 2025
Reduced 33.81%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
14,050
shares
|
$340,993
0.02% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,776
shares
|
$334,343
0.02% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
13,640
shares
|
$331,042
0.03% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
13,618
shares
|
$330,508
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
13,450
shares
|
$326,431
0.11% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,382
shares
|
$324,781
0.13% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
13,097
shares
|
$317,864
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,843
shares
|
$311,699
0.0% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
12,630
shares
|
$306,530
0.1% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,503
shares
|
$303,447
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
12,429
shares
|
$301,651
0.11% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
12,407
shares
|
$301,117
0.01% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,363
shares
|
$300,050
0.02% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,100
shares
|
$293,667
0.14% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,061
shares
|
$292,720
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
11,952
shares
|
$290,075
0.09% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$290,026
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$287,842
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,628
shares
|
$282,211
0.05% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,577
shares
|
$280,973
0.03% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
11,379
shares
|
$276,168
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
11,367
shares
|
$275,877
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
11,203
shares
|
$271,896
0.01% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,967
shares
|
$266,169
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|