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 401 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 $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
14,219
shares
|
$337,701
0.22% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,773
shares
|
$327,108
0.06% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
13,646
shares
|
$324,092
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
13,440
shares
|
$319,200
0.02% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
13,411
shares
|
$318,511
0.18% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,142
shares
|
$312,122
0.03% of portfolio
|
Q3 2023
Reduced 2.81%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
12,800
shares
|
$304,000
0.02% of portfolio
|
Q4 2024
Added 412.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
12,719
shares
|
$302,076
0.23% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
12,706
shares
|
$301,767
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,595
shares
|
$299,131
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,366
shares
|
$293,692
0.02% of portfolio
|
Q4 2024
Added 36.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
12,313
shares
|
$292,433
0.01% of portfolio
|
Q3 2024
Reduced 49.73%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,041
shares
|
$285,973
0.09% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,779
shares
|
$279,751
0.03% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
11,761
shares
|
$279,323
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,659
shares
|
$276,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,545
shares
|
$274,193
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
11,341
shares
|
$269,348
0.11% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,725
shares
|
$254,718
0.11% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
10,628
shares
|
$252,415
0.05% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
10,600
shares
|
$251,750
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,575
shares
|
$251,156
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,568
shares
|
$250,990
0.01% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,479
shares
|
$248,876
0.01% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
10,435
shares
|
$247,831
0.01% of portfolio
|
Q4 2024
New holding
|