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 |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
38,467
shares
|
$913,591
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
37,032
shares
|
$879,510
0.11% of portfolio
|
Q3 2025
Reduced 17.9%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,992
shares
|
$878,560
0.09% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
36,567
shares
|
$868,466
0.2% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
36,101
shares
|
$857,398
0.16% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
35,715
shares
|
$848,231
0.63% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
34,452
shares
|
$818,235
0.35% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
34,063
shares
|
$808,996
0.49% of portfolio
|
Q3 2025
Reduced 68.04%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,153
shares
|
$787,383
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
32,684
shares
|
$776,245
0.1% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
32,397
shares
|
$769,428
0.23% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
32,390
shares
|
$769,262
0.25% of portfolio
|
Q3 2025
Added 223.9%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
32,389
shares
|
$769,238
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
31,999
shares
|
$759,976
0.14% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
31,841
shares
|
$756,223
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
31,503
shares
|
$748,196
0.07% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
31,218
shares
|
$741,427
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
31,162
shares
|
$740,097
0.25% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,141
shares
|
$739,598
0.0% of portfolio
|
Q3 2025
Reduced 48.37%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
31,107
shares
|
$738,791
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
30,798
shares
|
$731,452
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
30,644
shares
|
$727,795
0.59% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,336
shares
|
$720,480
0.0% of portfolio
|
Q1 2025
Added 46570.77%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
30,332
shares
|
$720,385
0.28% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
29,696
shares
|
$705,280
0.01% of portfolio
|
Q3 2025
Added 9.37%
|
|