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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,700
shares
|
$65,529
0.01% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,535
shares
|
$61,524
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
2,500
shares
|
$60,675
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,675
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,454
shares
|
$59,558
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,191
shares
|
$53,175
0.0% of portfolio
|
Q3 2025
Reduced 72.18%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,170
shares
|
$52,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$48,540
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$48,540
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$48,540
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
1,551
shares
|
$37,642
0.01% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
1,418
shares
|
$34,414
0.02% of portfolio
|
Q4 2025
Reduced 16.24%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,404
shares
|
$34,075
0.0% of portfolio
|
Q4 2025
Added 34.74%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,329
shares
|
$32,254
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,314
shares
|
$31,890
0.0% of portfolio
|
Q4 2025
Added 30.1%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,176
shares
|
$28,541
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,036
shares
|
$25,143
0.0% of portfolio
|
Q2 2025
Added 46.95%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1,015
shares
|
$24,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
989
shares
|
$24,003
0.0% of portfolio
|
Q1 2022
Reduced 51.85%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
855
shares
|
$20,750
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
819
shares
|
$19,877
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
808
shares
|
$19,610
0.0% of portfolio
|
Q4 2025
Added 1.51%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
800
shares
|
$19,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
780
shares
|
$18,930
0.0% of portfolio
|
Q4 2025
Added 1.43%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
628
shares
|
$15,241
0.01% of portfolio
|
Q4 2024
New holding
|
|