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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
45,890
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,851
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
44,849
shares
|
$1.09 Million
0.84% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
44,479
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
42,758
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2025
Added 71.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
42,347
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2025
Added 165.55%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
41,388
shares
|
$1 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
41,251
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
40,962
shares
|
$994,147
0.79% of portfolio
|
Q4 2025
Reduced 10.01%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
40,666
shares
|
$986,963
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
40,153
shares
|
$974,513
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
40,147
shares
|
$974,367
0.35% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
37,533
shares
|
$910,925
0.27% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,885
shares
|
$895,198
0.0% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
36,730
shares
|
$891,437
0.77% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
36,675
shares
|
$890,102
0.8% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
36,566
shares
|
$887,456
0.23% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
36,352
shares
|
$882,263
0.1% of portfolio
|
Q4 2025
Added 104.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
35,534
shares
|
$862,410
0.03% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
35,211
shares
|
$854,570
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
35,068
shares
|
$851,100
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
35,000
shares
|
$849,450
0.19% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
34,614
shares
|
$840,081
0.13% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
34,548
shares
|
$838,479
0.01% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
34,474
shares
|
$836,683
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|