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 434 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 |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
74,894
shares
|
$1.82 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
74,391
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
74,337
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
74,137
shares
|
$1.8 Million
1.07% of portfolio
|
Q3 2025
Reduced 49.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
73,810
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
72,990
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
72,516
shares
|
$1.76 Million
0.47% of portfolio
|
Q3 2025
Added 69.49%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
71,301
shares
|
$1.73 Million
0.18% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
70,310
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
70,051
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
67,993
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 69.88%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
67,607
shares
|
$1.64 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
67,543
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
67,371
shares
|
$1.64 Million
0.56% of portfolio
|
Q3 2025
Added 41.54%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
66,974
shares
|
$1.63 Million
0.26% of portfolio
|
Q4 2025
Added 13.04%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
63,950
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
63,652
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 63.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
63,500
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
63,376
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
63,238
shares
|
$1.53 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
62,388
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
61,700
shares
|
$1.5 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
61,556
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
60,187
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
59,735
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2025
Added 6.4%
|
|