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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
164,698
shares
|
$4 Million
0.79% of portfolio
|
Q1 2025
Added 108.06%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
160,018
shares
|
$3.88 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
159,259
shares
|
$3.87 Million
0.22% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
157,585
shares
|
$3.82 Million
0.33% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
149,241
shares
|
$3.62 Million
1.56% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
145,525
shares
|
$3.53 Million
0.06% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
143,652
shares
|
$3.49 Million
0.31% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
142,470
shares
|
$3.46 Million
0.25% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
139,784
shares
|
$3.39 Million
0.71% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
135,677
shares
|
$3.29 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
133,058
shares
|
$3.23 Million
2.05% of portfolio
|
Q3 2025
Added 329.97%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
129,043
shares
|
$3.13 Million
0.96% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
127,797
shares
|
$3.1 Million
2.04% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
125,851
shares
|
$3.05 Million
0.66% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
125,156
shares
|
$3.04 Million
0.19% of portfolio
|
Q3 2025
Added 281.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
124,676
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
123,703
shares
|
$3 Million
0.24% of portfolio
|
Q4 2022
Added 16482.17%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
123,416
shares
|
$3 Million
1.44% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
122,880
shares
|
$2.98 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
122,501
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
121,813
shares
|
$2.96 Million
0.08% of portfolio
|
Q1 2024
Added 8.36%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
115,543
shares
|
$2.8 Million
0.41% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
112,239
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 75.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
111,958
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
111,897
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Added 7.53%
|
|