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 433 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
59,388
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
59,250
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
58,249
shares
|
$1.41 Million
0.25% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
58,149
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
57,633
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
57,461
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
57,399
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
57,331
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
56,979
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
56,960
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
56,858
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,631
shares
|
$1.3 Million
0.95% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
53,283
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
51,834
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
51,681
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
51,258
shares
|
$1.24 Million
0.57% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
50,674
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
50,520
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
49,396
shares
|
$1.2 Million
0.78% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
49,183
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
48,012
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
47,378
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
46,386
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
46,134
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
45,890
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|