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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,776
shares
|
$334,343
0.02% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
13,734
shares
|
$333,324
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
13,618
shares
|
$330,508
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
13,450
shares
|
$326,431
0.11% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,382
shares
|
$324,781
0.13% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
13,097
shares
|
$317,864
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,843
shares
|
$311,699
0.0% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
12,630
shares
|
$306,530
0.1% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
12,608
shares
|
$305,996
0.11% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,503
shares
|
$303,447
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
12,449
shares
|
$302,137
0.01% of portfolio
|
Q3 2025
Reduced 46.48%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,363
shares
|
$300,050
0.02% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,100
shares
|
$293,667
0.14% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,061
shares
|
$292,720
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
11,952
shares
|
$290,075
0.09% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,950
shares
|
$290,026
0.05% of portfolio
|
Q2 2023
Reduced 49.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,860
shares
|
$287,842
0.03% of portfolio
|
Q2 2023
Added 16.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,735
shares
|
$284,808
0.0% of portfolio
|
Q3 2025
Added 606.5%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,628
shares
|
$282,211
0.05% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,577
shares
|
$280,973
0.03% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
11,379
shares
|
$276,168
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
11,367
shares
|
$275,877
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
11,203
shares
|
$271,896
0.01% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,967
shares
|
$266,169
0.21% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,729
shares
|
$260,392
0.12% of portfolio
|
Q3 2023
New holding
|
|