Institutional Ownership Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR). We have compiled data on the 405 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,195
shares
|
$503,381
0.05% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,755
shares
|
$492,931
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
20,727
shares
|
$492,266
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20,700
shares
|
$491,625
0.14% of portfolio
|
Q2 2018
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
20,102
shares
|
$477,422
0.12% of portfolio
|
Q1 2024
Added 108.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
20,076
shares
|
$476,805
0.01% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,905
shares
|
$472,743
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
19,330
shares
|
$459,087
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
19,185
shares
|
$455,643
0.02% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
19,064
shares
|
$452,770
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,929
shares
|
$449,563
0.07% of portfolio
|
Q3 2024
Added 32.21%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
18,876
shares
|
$448,305
0.02% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
18,739
shares
|
$445,051
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
18,632
shares
|
$442,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,626
shares
|
$442,367
0.0% of portfolio
|
Q4 2024
Reduced 32.49%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,526
shares
|
$439,992
0.13% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
17,846
shares
|
$423,842
0.2% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
17,745
shares
|
$421,443
0.36% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,743
shares
|
$421,396
0.22% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
17,562
shares
|
$417,097
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
17,141
shares
|
$407,098
0.08% of portfolio
|
Q4 2024
Added 64.63%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
16,452
shares
|
$390,735
0.13% of portfolio
|
Q2 2024
Added 5.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,991
shares
|
$379,786
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
15,826
shares
|
$375,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
15,458
shares
|
$367,127
0.13% of portfolio
|
Q4 2024
Added 1.42%
|