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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
267,382
shares
|
$6.49 Million
0.01% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 14, 2026 Q4 2025 |
266,742
shares
|
$6.47 Million
1.33% of portfolio
|
Q4 2025
Added 8.77%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
262,825
shares
|
$6.38 Million
0.03% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
262,378
shares
|
$6.37 Million
5.24% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
261,413
shares
|
$6.34 Million
1.11% of portfolio
|
Q4 2025
Added 30.73%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
260,324
shares
|
$6.32 Million
2.68% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
258,005
shares
|
$6.26 Million
0.3% of portfolio
|
Q4 2025
Added 3.77%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
257,372
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
257,300
shares
|
$6.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 52.37%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
252,648
shares
|
$6.13 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
252,035
shares
|
$6.12 Million
0.12% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,431
shares
|
$6.05 Million
0.26% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
246,419
shares
|
$5.98 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
240,414
shares
|
$5.83 Million
0.02% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
228,809
shares
|
$5.55 Million
0.06% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
226,281
shares
|
$5.49 Million
0.36% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
224,280
shares
|
$5.44 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
221,111
shares
|
$5.37 Million
0.32% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
219,945
shares
|
$5.34 Million
0.05% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
218,964
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
217,321
shares
|
$5.27 Million
0.23% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
215,258
shares
|
$5.22 Million
0.89% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
214,676
shares
|
$5.21 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
213,905
shares
|
$5.19 Million
0.22% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
211,161
shares
|
$5.12 Million
1.52% of portfolio
|
Q3 2025
Added 10.61%
|
|