IBDS · iShares iBonds Dec 2027 Term Corporate ETF ETF
$24.13
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,223,371
Total Shares: 91,799
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2025Top Holder
64.8%
−35.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,440
Highly concentrated−4,560
Quarterly Activity
vs Sep 30, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+920.6%
Shares held:
+925.7%
Top New Positions
vs Sep 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 59,523 | $1,441,647 | |
| Small HORAN Wealth, LLC | 32,276 | $781,724 |
Top Sold-Out Positions
vs Sep 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 8,950 | $217,843 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBDS | $1,441,647 | 64.84% | 59,523 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC IBDS | $781,724 | 35.16% | 32,276 | Shares | 2026-08-26 |