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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
111,553
shares
|
$2.71 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
108,855
shares
|
$2.64 Million
2.1% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
107,494
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
107,253
shares
|
$2.6 Million
1.37% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
106,093
shares
|
$2.57 Million
1.62% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
103,812
shares
|
$2.52 Million
0.51% of portfolio
|
Q3 2025
Added 64.77%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
103,426
shares
|
$2.51 Million
0.17% of portfolio
|
Q4 2025
Added 16.09%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
101,750
shares
|
$2.47 Million
1.46% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
100,214
shares
|
$2.43 Million
0.21% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
98,480
shares
|
$2.39 Million
2.11% of portfolio
|
Q3 2025
Reduced 54.77%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
96,924
shares
|
$2.35 Million
0.32% of portfolio
|
Q4 2025
Added 16.59%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
95,880
shares
|
$2.33 Million
0.73% of portfolio
|
Q3 2025
Reduced 32.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
91,527
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Added 62.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
89,422
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
88,670
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2025
Added 105.02%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
88,559
shares
|
$2.15 Million
0.28% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
86,549
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
85,387
shares
|
$2.07 Million
0.87% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
84,942
shares
|
$2.06 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
83,889
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
82,832
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
81,716
shares
|
$1.98 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
80,005
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
77,203
shares
|
$1.87 Million
0.31% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
75,364
shares
|
$1.83 Million
1.04% of portfolio
|
Q3 2025
Added 25.94%
|
|