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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,570
shares
|
$702,287
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
29,569
shares
|
$702,263
0.05% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
29,310
shares
|
$696,112
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
29,181
shares
|
$693,048
0.02% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
28,501
shares
|
$676,898
0.24% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
28,252
shares
|
$670,985
0.49% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
28,022
shares
|
$665,522
0.18% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
27,670
shares
|
$657,162
0.18% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
27,504
shares
|
$653,220
0.26% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
27,175
shares
|
$645,406
0.05% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,958
shares
|
$640,252
0.1% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
26,774
shares
|
$635,882
0.49% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
26,445
shares
|
$628,068
0.41% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$617,500
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,988
shares
|
$617,215
0.03% of portfolio
|
Q3 2025
Added 71.36%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
25,568
shares
|
$607,240
0.03% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
24,920
shares
|
$591,850
0.51% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
24,864
shares
|
$590,520
0.22% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
24,649
shares
|
$585,413
0.53% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
24,400
shares
|
$579,500
0.27% of portfolio
|
Q3 2025
Added 71.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
24,381
shares
|
$579,048
0.03% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
23,894
shares
|
$567,482
0.1% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
23,804
shares
|
$565,345
0.08% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
23,801
shares
|
$565,273
0.15% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
22,870
shares
|
$543,162
0.07% of portfolio
|
Q3 2025
Added 1.04%
|
|