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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
441,069
shares
|
$10.7 Million
2.96% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
435,485
shares
|
$10.6 Million
1.39% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
423,549
shares
|
$10.3 Million
5.85% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
417,298
shares
|
$10.1 Million
1.74% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
408,784
shares
|
$9.92 Million
2.25% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
393,499
shares
|
$9.55 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
391,528
shares
|
$9.5 Million
0.07% of portfolio
|
Q2 2025
Added 214.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
391,244
shares
|
$9.5 Million
0.08% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
386,114
shares
|
$9.37 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
386,090
shares
|
$9.37 Million
1.1% of portfolio
|
Q3 2025
Reduced 44.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
374,137
shares
|
$9.08 Million
0.06% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
373,042
shares
|
$9.05 Million
1.33% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
366,642
shares
|
$8.9 Million
0.32% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
365,000
shares
|
$8.86 Million
0.26% of portfolio
|
Q3 2025
Added 110.98%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
362,167
shares
|
$8.79 Million
0.01% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
355,276
shares
|
$8.62 Million
0.15% of portfolio
|
Q2 2024
Added 13.07%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
353,318
shares
|
$8.58 Million
3.99% of portfolio
|
Q4 2025
Added 11.21%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
343,920
shares
|
$8.35 Million
3.23% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
339,070
shares
|
$8.23 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
327,715
shares
|
$7.95 Million
3.99% of portfolio
|
Q4 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
314,213
shares
|
$7.63 Million
4.31% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
293,276
shares
|
$7.12 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
275,722
shares
|
$6.69 Million
2.78% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
275,042
shares
|
$6.68 Million
0.43% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
274,799
shares
|
$6.67 Million
0.78% of portfolio
|
Q3 2022
New holding
|
|