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 |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,606
shares
|
$257,407
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,447
shares
|
$253,548
0.01% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,316
shares
|
$250,369
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
10,230
shares
|
$248,282
0.16% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,205
shares
|
$247,675
0.04% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
9,708
shares
|
$235,613
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
9,620
shares
|
$233,477
0.01% of portfolio
|
Q2 2025
Added 127.96%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
9,497
shares
|
$230,492
0.05% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
9,490
shares
|
$230,322
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
9,464
shares
|
$229,691
0.1% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,401
shares
|
$228,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
9,270
shares
|
$224,982
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
9,203
shares
|
$223,356
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
9,150
shares
|
$222,070
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
8,867
shares
|
$215,202
0.03% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,843
shares
|
$214,619
0.02% of portfolio
|
Q2 2023
Reduced 10.61%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
8,648
shares
|
$209,886
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,633
shares
|
$209,522
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$206,295
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,500
shares
|
$206,295
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
8,500
shares
|
$206,295
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,446
shares
|
$204,984
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,446
shares
|
$204,984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,444
shares
|
$204,935
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,392
shares
|
$203,673
0.01% of portfolio
|
Q4 2024
Added 173.53%
|
|