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 434 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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
34,118
shares
|
$828,043
0.07% of portfolio
|
Q3 2025
Added 284.6%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
34,010
shares
|
$825,422
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
33,745
shares
|
$818,991
0.0% of portfolio
|
Q3 2025
Added 32.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
33,719
shares
|
$818,360
0.0% of portfolio
|
Q3 2025
Reduced 49.55%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
32,961
shares
|
$799,963
0.1% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
32,627
shares
|
$791,857
0.01% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
31,906
shares
|
$774,358
0.13% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
31,575
shares
|
$766,325
0.18% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,071
shares
|
$754,093
0.02% of portfolio
|
Q1 2024
Added 16.14%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
30,869
shares
|
$749,190
0.08% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
30,733
shares
|
$745,889
0.2% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
29,116
shares
|
$706,645
0.44% of portfolio
|
Q4 2025
Added 15.38%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
29,115
shares
|
$706,621
0.24% of portfolio
|
Q3 2025
Added 83.03%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
28,357
shares
|
$688,224
0.05% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,865
shares
|
$676,283
0.1% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
27,504
shares
|
$667,522
0.27% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,587
shares
|
$645,266
0.03% of portfolio
|
Q1 2020
Reduced 93.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
26,575
shares
|
$644,975
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$631,020
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
25,992
shares
|
$630,825
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
25,944
shares
|
$629,660
0.03% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
25,367
shares
|
$615,657
0.17% of portfolio
|
Q4 2025
Added 19.39%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
25,350
shares
|
$615,244
0.03% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
24,356
shares
|
$591,120
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
24,191
shares
|
$587,115
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|