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 435 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,453,370
shares
|
$205 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,883,199
shares
|
$94.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,856,587
shares
|
$93.6 Million
0.16% of portfolio
|
Q3 2025
Added 37.03%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,586,205
shares
|
$87 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,557,504
shares
|
$86.3 Million
0.28% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,238,610
shares
|
$78.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,076,624
shares
|
$74.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,865,212
shares
|
$69.5 Million
0.02% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,798,193
shares
|
$67.9 Million
0.53% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
1,982,691
shares
|
$48.1 Million
3.28% of portfolio
|
Q4 2025
Added 35.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,922,856
shares
|
$46.7 Million
0.01% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
1,841,812
shares
|
$44.7 Million
0.75% of portfolio
|
Q4 2025
Reduced 58.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,831,335
shares
|
$44.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,621,156
shares
|
$39.3 Million
0.62% of portfolio
|
Q4 2025
Added 13.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,606,673
shares
|
$39 Million
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,587,979
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,573,208
shares
|
$38.2 Million
0.05% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
1,377,966
shares
|
$33.4 Million
2.25% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,345,475
shares
|
$32.7 Million
4.61% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,307,228
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,258,895
shares
|
$30.6 Million
2.21% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,229,199
shares
|
$29.8 Million
1.59% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,172,950
shares
|
$28.5 Million
1.12% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,170,581
shares
|
$28.4 Million
2.42% of portfolio
|
Q4 2025
Added 12.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,149,605
shares
|
$27.9 Million
1.01% of portfolio
|
Q3 2025
Added 16.95%
|
|