IBDS Institutional Ownership
iShares iBonds Dec 2027 Term Corporate ETF
1W: +0.0%
1M: -0.3%
3M: -0.4%
YTD: -0.3%
1Y: +0.1%
3Y: +14.8%
5Y: +4.1%
$24.05
+0.00 (+0.00%)
Weekly Expected Move ±0.1%
$24
$24
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDS
472
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
35
New Positions
217
Increased
157
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (470 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,690,105 | $233M | +422,757 | +4.6% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 5,566,800 | $134M | +365,673 | +7.0% | 18Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,571,915 | $110M | +171,910 | +3.9% | 34Q | SEC ↗ |
| 4 | UBS Group AG | 4,219,212 | $101M | -44,178 | -1.0% | 4Q | SEC ↗ |
| 5 | HM PAYSON & CO | 4,152,438 | $100M | +18,754 | +0.5% | 11Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 3,756,955 | $90M | +381,178 | +11.3% | 7Q | SEC ↗ |
| 7 | LPL Financial LLC | 3,652,706 | $88M | +215,097 | +6.3% | 31Q | SEC ↗ |
| 8 | Sound View Wealth Advisors Group, LLC | 2,150,618 | $52M | +101,644 | +5.0% | 28Q | SEC ↗ |
| 9 | Capital Investment Advisors, LLC | 1,918,973 | $46M | +156,524 | +8.9% | 27Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 1,906,529 | $46M | +87,288 | +4.8% | 16Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 1,654,457 | $40M | -55,896 | -3.3% | 34Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 1,520,764 | $37M | +37,504 | +2.5% | 25Q | SEC ↗ |
| 13 | CAPTRUST FINANCIAL ADVISORS | 1,512,130 | $36M | +56,160 | +3.9% | 27Q | SEC ↗ |
| 14 | Gratus Wealth Advisors, LLC | 1,501,436 | $36M | +36,309 | +2.5% | 11Q | SEC ↗ |
| 15 | Kathmere Capital Management, LLC | 1,464,682 | $35M | +93,474 | +6.8% | 11Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 1,457,509 | $35M | -170,411 | -10.5% | 34Q | SEC ↗ |
| 17 | HOWLAND CAPITAL MANAGEMENT LLC | 1,336,886 | $32M | +67,066 | +5.3% | 14Q | SEC ↗ |
| 18 | SIGMA INVESTMENT COUNSELORS INC | 1,331,503 | $32M | +35,737 | +2.8% | 27Q | SEC ↗ |
| 19 | RVW Wealth, LLC | 1,272,324 | $31M | +54,404 | +4.5% | 16Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 1,179,587 | $28M | +29,081 | +2.5% | 26Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 1,163,553 | $28M | +159,589 | +15.9% | 24Q | SEC ↗ |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | 1,062,966 | $26M | -297,324 | -21.9% | 20Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 1,051,623 | $25M | +34,162 | +3.4% | 34Q | SEC ↗ |
| 24 | Wick Capital Partners, LLC | 1,021,785 | $25M | +127,821 | +14.3% | 12Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 973,907 | $23M | -12,712 | -1.3% | 30Q | SEC ↗ |
| 26 | Klingman & Associates, LLC | 959,571 | $23M | -25,956 | -2.6% | 17Q | SEC ↗ |
| 27 | Focus Partners Wealth | 931,010 | $22M | +174,879 | +23.1% | 11Q | SEC ↗ |
| 28 | MV CAPITAL MANAGEMENT, INC. | 872,805 | $21M | +15,221 | +1.8% | 15Q | SEC ↗ |
| 29 | Meiji Yasuda Life Insurance Co | 866,000 | $21M | +111,000 | +14.7% | 5Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 827,982 | $20M | +70,902 | +9.4% | 15Q | SEC ↗ |
| 31 | BENJAMIN EDWARDS INC | 818,429 | $20M | +30,440 | +3.9% | 30Q | SEC ↗ |
| 32 | Summit Asset Management, LLC | 787,752 | $19M | +15,597 | +2.0% | 8Q | SEC ↗ |
| 33 | US BANCORP \DE | 775,764 | $19M | +74,316 | +10.6% | 25Q | SEC ↗ |
| 34 | Glenview Trust Co | 754,877 | $18M | +15,205 | +2.1% | 15Q | SEC ↗ |
| 35 | Mesirow Financial Investment Managemen | 742,094 | $18M | +2,688 | +0.4% | 11Q | SEC ↗ |
| 36 | SPINNAKER TRUST | 732,003 | $18M | +51,101 | +7.5% | 12Q | SEC ↗ |
| 37 | REBALANCE, LLC | 714,290 | $17M | -45,132 | -5.9% | 7Q | SEC ↗ |
| 38 | BlackRock, Inc. | 702,212 | $17M | +111,030 | +18.8% | 8Q | SEC ↗ |
| 39 | Sanctuary Advisors, LLC | 671,274 | $16M | +5,029 | +0.8% | 9Q | SEC ↗ |
| 40 | CENTRAL TRUST Co | 632,851 | $15M | +19,853 | +3.2% | 28Q | SEC ↗ |
| 41 | EP Wealth Advisors, LLC | 624,892 | $15M | +113,546 | +22.2% | 3Q | SEC ↗ |
| 42 | Strid Group, LLC | 610,929 | $15M | -3,221 | -0.5% | 11Q | SEC ↗ |
| 43 | LYELL WEALTH MANAGEMENT, LP | 592,813 | $14M | +36,130 | +6.5% | 17Q | SEC ↗ |
| 44 | NOVEM GROUP | 588,288 | $14M | +67,811 | +13.0% | 7Q | SEC ↗ |
| 45 | First National Trust Co | 583,708 | $14M | +3,959 | +0.7% | 10Q | SEC ↗ |
| 46 | CWM, LLC | 582,167 | $14M | +82,392 | +16.5% | 16Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 499,403 | $12M | +15,587 | +3.2% | 15Q | SEC ↗ |
| 48 | Integrated Wealth Concepts LLC | 498,349 | $12M | +228,852 | +84.9% | 13Q | SEC ↗ |
| 49 | Venture Visionary Partners LLC | 456,702 | $11M | -116,148 | -20.3% | 16Q | SEC ↗ |
| 50 | BEESE FULMER INVESTMENT MANAGEMENT, IN | 452,252 | $11M | +826 | +0.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 376,949 | $9M |
| Concurrent Investment Advisors, LLC | 334,825 | $8M |
| IFG Advisory, LLC | 86,968 | $2M |
| OLD MISSION CAPITAL LLC | 75,182 | $2M |
| CITADEL ADVISORS LLC | 59,523 | $1M |
| Diversify Advisory Services, LLC | 54,815 | $1M |
| Schuylkill Financial LLC | 32,032 | $770K |
| FIDUCIARY FINANCIAL ADVISORS | 29,635 | $713K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 26,249 | $631K |
| HRT FINANCIAL LP | 23,624 | $568K |
| Indivisible Partners | 20,552 | $494K |
| S.E.E.D. Planning Group LLC | 18,676 | $449K |
| Kingsview Wealth Management, LLC | 17,674 | $425K |
| Lifeworks Advisors, LLC | 16,325 | $393K |
| Scott Capital Advisors, LLC | 14,264 | $343K |
| Berkshire Money Management, Inc. | 12,213 | $294K |
| Cyr Financial Inc. | 12,156 | $292K |
| CIBC Bancorp USA Inc. | 11,893 | $286K |
| MARYLAND CAPITAL ADVISORS INC. | 10,504 | $253K |
| Talisman Wealth Advisors LLC | 8,836 | $213K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 1,420,636 | $34M |
| TABR Capital Management, LLC | 990,460 | $24M |
| First International Bank of Israel | 419,402 | $10M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 393,499 | $9M |
| SPRENG CAPITAL MANAGEMENT, INC. | 290,835 | $7M |
| Independent Advisor Alliance | 79,079 | $2M |
| Camelot Portfolios, LLC | 64,448 | $2M |
| DRIVE WEALTH MANAGEMENT, LLC | 63,483 | $2M |
| Redwood Financial Network Corp | 52,598 | $1M |
| 4J Wealth Management LLC | 46,618 | $1M |
| ROMANO BROTHERS AND COMPANY | 41,128 | $989K |
| Twin Cities Retirement Group LLC | 39,151 | $942K |
| DARA CAPITAL US, INC. | 37,063 | $891K |
| Cypress Point Wealth Management, LL | 35,000 | $842K |
| Arkadios Wealth Advisors | 31,214 | $751K |
| FLOW TRADERS U.S. LLC | 28,232 | $679K |
| Murphy, Middleton, Hinkle & Parker, | 25,992 | $625K |
| Trust Co of Kansas | 15,015 | $361K |
| Farnam Financial LLC | 14,390 | $346K |
| Willis Johnson & Associates, Inc. | 14,050 | $338K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +422,757 | +4.6% | 9,690,105 |
| McGuire Investment Group, LLC | +407,333 | +4216.3% | 416,994 |
| RAYMOND JAMES FINANCIAL INC | +381,178 | +11.3% | 3,756,955 |
| MERCER GLOBAL ADVISORS INC /ADV | +365,673 | +7.0% | 5,566,800 |
| Integrated Wealth Concepts LLC | +228,852 | +84.9% | 498,349 |
| LPL Financial LLC | +215,097 | +6.3% | 3,652,706 |
| Focus Partners Wealth | +174,879 | +23.1% | 931,010 |
| MORGAN STANLEY | +171,910 | +3.9% | 4,571,915 |
| Kestra Advisory Services, LLC | +159,589 | +15.9% | 1,163,553 |
| Janney Montgomery Scott LLC | +159,304 | +71.6% | 381,845 |
| Capital Investment Advisors, LLC | +156,524 | +8.9% | 1,918,973 |
| Great Diamond Partners, LLC | +153,607 | +90.3% | 323,681 |
| Wick Capital Partners, LLC | +127,821 | +14.3% | 1,021,785 |
| EP Wealth Advisors, LLC | +113,546 | +22.2% | 624,892 |
| BlackRock, Inc. | +111,030 | +18.8% | 702,212 |
| Meiji Yasuda Life Insurance Co | +111,000 | +14.7% | 866,000 |
| Sound View Wealth Advisors Group, L | +101,644 | +5.0% | 2,150,618 |
| Kathmere Capital Management, LLC | +93,474 | +6.8% | 1,464,682 |
| AMERIPRISE FINANCIAL INC | +87,288 | +4.8% | 1,906,529 |
| 10Elms LLP | +85,935 | +87.6% | 183,989 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPITAL ADVISORS INC/OK | -1,920,356 | -99.3% | 12,652 |
| Commonwealth Financial Services, LL | -302,194 | -64.7% | 164,714 |
| WOODMONT INVESTMENT COUNSEL LLC | -297,324 | -21.9% | 1,062,966 |
| Arrow Financial Corp | -225,249 | -51.8% | 209,525 |
| WELLS FARGO & COMPANY/MN | -170,411 | -10.5% | 1,457,509 |
| Equitable Holdings, Inc. | -170,052 | -66.1% | 87,155 |
| Modern Wealth Management, LLC | -155,807 | -60.4% | 102,219 |
| JPMORGAN CHASE & CO | -116,837 | -47.8% | 127,834 |
| Venture Visionary Partners LLC | -116,148 | -20.3% | 456,702 |
| Cornell Pochily Investment Advisors | -82,200 | -44.0% | 104,825 |
| FF Advisors,LLC | -70,323 | -79.8% | 17,826 |
| Windsor Capital Management, LLC | -68,777 | -15.9% | 363,900 |
| Probity Advisors, Inc. | -64,470 | -43.4% | 84,095 |
| Private Advisor Group, LLC | -62,217 | -60.6% | 40,403 |
| ROYAL BANK OF CANADA | -55,896 | -3.3% | 1,654,457 |
| Addison Advisors LLC | -47,534 | -46.2% | 55,314 |
| REBALANCE, LLC | -45,132 | -5.9% | 714,290 |
| UBS Group AG | -44,178 | -1.0% | 4,219,212 |
| Prime Capital Investment Advisors, | -35,588 | -72.3% | 13,666 |
| Breachway Investments LLC | -32,309 | -22.0% | 114,761 |