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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
8,381
shares
|
$203,406
0.03% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,350
shares
|
$202,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
8,280
shares
|
$200,955
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
8,126
shares
|
$197,218
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
6,914
shares
|
$167,802
0.02% of portfolio
|
Q4 2025
Reduced 16.78%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
6,853
shares
|
$166,322
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,774
shares
|
$140,134
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,609
shares
|
$136,130
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,160
shares
|
$125,233
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
4,793
shares
|
$116,326
0.01% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,639
shares
|
$112,588
0.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,525
shares
|
$109,821
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
4,375
shares
|
$106,181
0.01% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$101,934
0.04% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,943
shares
|
$95,696
0.0% of portfolio
|
Q3 2025
Reduced 38.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,750
shares
|
$91,012
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
3,657
shares
|
$88,755
0.01% of portfolio
|
Q3 2020
Added 18.77%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
3,525
shares
|
$85,551
0.04% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,248
shares
|
$78,828
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,175
shares
|
$77,057
0.02% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,000
shares
|
$72,810
0.0% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,733
shares
|
$66,329
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,700
shares
|
$65,529
0.01% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,535
shares
|
$61,524
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,500
shares
|
$60,675
0.0% of portfolio
|
Q2 2023
New holding
|
|