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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
10,390
shares
|
$246,762
0.06% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,033
shares
|
$238,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
10,030
shares
|
$238,212
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,010
shares
|
$237,737
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$237,500
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
9,807
shares
|
$232,916
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
9,755
shares
|
$231,681
0.06% of portfolio
|
Q3 2023
Added 11.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,683
shares
|
$229,971
0.0% of portfolio
|
Q4 2024
Added 178.49%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
9,405
shares
|
$223,368
0.07% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
9,112
shares
|
$216,410
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,013
shares
|
$214,058
0.06% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
8,952
shares
|
$212,610
0.08% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
8,752
shares
|
$207,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,749
shares
|
$207,788
0.04% of portfolio
|
Q4 2024
Reduced 75.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,728
shares
|
$207,290
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,325
shares
|
$197,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,310
shares
|
$197,362
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,800
shares
|
$185,250
0.01% of portfolio
|
Q2 2023
Reduced 15.68%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
7,500
shares
|
$178,125
0.03% of portfolio
|
Q4 2023
Reduced 16.43%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
6,990
shares
|
$166,012
0.23% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,700
shares
|
$159,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,408
shares
|
$152,190
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
6,336
shares
|
$150,480
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,110
shares
|
$121,362
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,915
shares
|
$116,731
0.01% of portfolio
|
Q4 2024
Reduced 4.88%
|