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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,117,102
shares
|
$27.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,016,800
shares
|
$24.7 Million
0.02% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
988,062
shares
|
$24 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
901,136
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
866,444
shares
|
$21 Million
8.86% of portfolio
|
Q4 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
772,355
shares
|
$18.7 Million
1.1% of portfolio
|
Q4 2025
Added 10.14%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
715,754
shares
|
$17.4 Million
2.73% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
708,656
shares
|
$17.2 Million
0.28% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
703,584
shares
|
$17.1 Million
0.2% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
681,207
shares
|
$16.5 Million
0.08% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
675,836
shares
|
$16.4 Million
1.76% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
654,276
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
634,339
shares
|
$15.4 Million
0.08% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
626,432
shares
|
$15.2 Million
2.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
623,959
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2025
Added 64.99%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
616,393
shares
|
$15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
564,403
shares
|
$13.7 Million
3.56% of portfolio
|
Q3 2025
Added 16490.33%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
556,933
shares
|
$13.5 Million
1.43% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
527,398
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
525,477
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
523,315
shares
|
$12.7 Million
0.71% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
499,689
shares
|
$12.1 Million
0.26% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
453,116
shares
|
$11 Million
0.21% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
444,280
shares
|
$10.8 Million
0.82% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
443,800
shares
|
$10.8 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|