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
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
64.8%
+56.9 pts
Top 5
100.0%
+76.2 pts
Top 10
100.0%
+63.5 pts
HHI
5,440
Highly concentrated+5,238
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
441
Unchanged
0
Holder count:
-440
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small HORAN Wealth, LLC | −1,880 | 32,276 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 59,523 | $1,441,647 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 9,267,348 | $224,640,514 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 5,201,127 | $126,075,318 | |
| Large Lido Advisors, LLC | 4,651,050 | $112,741,452 | |
| Mega MORGAN STANLEY | 4,400,005 | $106,656,120 | |
| Mega UBS Group AG | 4,263,390 | $103,344,573 |
| 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 |