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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
19,321
shares
|
$468,920
0.03% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
19,300
shares
|
$468,411
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,271
shares
|
$467,707
0.01% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
18,967
shares
|
$460,329
0.0% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
18,764
shares
|
$455,402
0.12% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,582
shares
|
$426,715
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
17,570
shares
|
$426,423
0.05% of portfolio
|
Q4 2025
Added 140.85%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
17,467
shares
|
$423,924
0.08% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,106
shares
|
$415,162
0.02% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
16,922
shares
|
$410,696
0.01% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
16,760
shares
|
$406,765
0.07% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
16,300
shares
|
$395,601
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
16,296
shares
|
$395,503
0.04% of portfolio
|
Q4 2025
Reduced 98.18%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
16,110
shares
|
$390,989
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,880
shares
|
$385,407
0.01% of portfolio
|
Q3 2025
Added 70.35%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,855
shares
|
$384,800
0.22% of portfolio
|
Q4 2022
Added 341.52%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
15,671
shares
|
$380,335
0.18% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
15,498
shares
|
$376,136
0.22% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
15,498
shares
|
$376,136
0.01% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
15,127
shares
|
$367,132
0.04% of portfolio
|
Q3 2025
Reduced 46.44%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
14,937
shares
|
$362,520
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
14,855
shares
|
$360,530
0.05% of portfolio
|
Q3 2025
Added 35.72%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
14,700
shares
|
$356,769
0.26% of portfolio
|
Q4 2025
Added 23.01%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,424
shares
|
$350,070
0.05% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
14,050
shares
|
$340,993
0.02% of portfolio
|
Q2 2023
Reduced 2.6%
|
|