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 464 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,225,324
shares
|
$219 Million
0.02% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,708,370
shares
|
$88.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,592,833
shares
|
$85.3 Million
0.27% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,580,658
shares
|
$85 Million
0.14% of portfolio
|
Q3 2025
Added 26.91%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,559,963
shares
|
$84.5 Million
1.25% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,412,655
shares
|
$81.1 Million
0.03% of portfolio
|
Q3 2025
Added 17.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,690,040
shares
|
$63.9 Million
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,802,697
shares
|
$42.8 Million
2.99% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,768,383
shares
|
$42 Million
27.62% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,502,971
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,498,487
shares
|
$35.6 Million
0.08% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,456,900
shares
|
$34.6 Million
0.01% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,366,303
shares
|
$32.4 Million
4.67% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,335,954
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,330,402
shares
|
$31.6 Million
1.24% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,288,343
shares
|
$30.6 Million
2.29% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,255,072
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,252,219
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,175,926
shares
|
$27.9 Million
1.48% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,135,975
shares
|
$27 Million
2.32% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,122,867
shares
|
$26.7 Million
0.04% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
1,086,455
shares
|
$25.8 Million
2.17% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
1,071,694
shares
|
$25.5 Million
17.83% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,039,692
shares
|
$24.7 Million
0.44% of portfolio
|
Q2 2024
Added 31.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
914,041
shares
|
$21.7 Million
0.27% of portfolio
|
Q3 2025
Added 4.23%
|
|