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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
212,840
shares
|
$5.17 Million
0.74% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
211,161
shares
|
$5.12 Million
1.52% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
209,602
shares
|
$5.09 Million
2.31% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
206,059
shares
|
$5 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
204,585
shares
|
$4.97 Million
0.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
204,539
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
204,224
shares
|
$4.96 Million
2.67% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
203,151
shares
|
$4.93 Million
3.94% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
201,516
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
198,298
shares
|
$4.81 Million
1.28% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
197,599
shares
|
$4.8 Million
0.35% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
196,694
shares
|
$4.77 Million
0.72% of portfolio
|
Q4 2025
Added 6.37%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.72 Million
2.82% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
194,240
shares
|
$4.71 Million
1.84% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
193,213
shares
|
$4.69 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
188,271
shares
|
$4.57 Million
1.15% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
186,375
shares
|
$4.52 Million
1.9% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
183,386
shares
|
$4.45 Million
0.08% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
183,243
shares
|
$4.45 Million
0.09% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
183,153
shares
|
$4.45 Million
0.17% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
178,097
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2025
Added 63.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
177,946
shares
|
$4.32 Million
0.28% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
171,895
shares
|
$4.17 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
169,125
shares
|
$4.1 Million
0.9% of portfolio
|
Q1 2025
Added 29.91%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
166,596
shares
|
$4.04 Million
0.75% of portfolio
|
Q4 2025
Reduced 5.04%
|
|