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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
24,136
shares
|
$585,780
0.42% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
23,726
shares
|
$575,830
0.0% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
23,722
shares
|
$575,732
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
23,623
shares
|
$573,330
0.05% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
23,524
shares
|
$570,927
0.32% of portfolio
|
Q3 2025
Added 38.47%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
23,444
shares
|
$568,985
0.1% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
23,208
shares
|
$563,258
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
22,810
shares
|
$553,598
0.07% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
22,674
shares
|
$550,297
0.13% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,400
shares
|
$543,648
0.0% of portfolio
|
Q3 2025
Reduced 25.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
22,332
shares
|
$541,997
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
22,278
shares
|
$540,687
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
21,953
shares
|
$532,799
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
21,939
shares
|
$532,459
0.04% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
21,867
shares
|
$530,712
0.01% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
21,682
shares
|
$526,222
0.21% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,522
shares
|
$522,338
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
21,520
shares
|
$522,290
0.02% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
21,001
shares
|
$509,694
0.07% of portfolio
|
Q4 2025
Added 24.33%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
20,882
shares
|
$506,806
0.39% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,569
shares
|
$499,209
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$474,696
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
19,503
shares
|
$473,337
0.14% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
19,430
shares
|
$471,566
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
19,325
shares
|
$469,017
0.21% of portfolio
|
Q3 2025
Added 25.28%
|
|