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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
60,053
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Jefferson Bridge Capital, LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
58,507
shares
|
$1.42 Million
1.43% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.41 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
58,174
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
57,807
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2025
Added 17.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
57,633
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
57,461
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
57,399
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
57,331
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
56,979
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
56,960
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
55,458
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
54,454
shares
|
$1.32 Million
0.95% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
53,283
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
51,834
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
51,681
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
51,347
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2025
Added 11.89%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
51,258
shares
|
$1.24 Million
0.57% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
50,992
shares
|
$1.24 Million
0.16% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
50,520
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
50,419
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2025
Added 21.82%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
49,396
shares
|
$1.2 Million
0.78% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
47,378
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
47,110
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2025
Added 56.09%
|
|