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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,488
shares
|
$320,340
0.0% of portfolio
|
Q3 2025
Reduced 23.68%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
13,440
shares
|
$319,200
0.02% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
13,388
shares
|
$317,965
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,351
shares
|
$317,086
0.02% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
13,222
shares
|
$314,022
0.21% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
12,855
shares
|
$305,306
0.09% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
12,706
shares
|
$301,767
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
12,500
shares
|
$296,875
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
12,433
shares
|
$295,283
0.04% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
12,001
shares
|
$285,023
0.01% of portfolio
|
Q3 2025
Reduced 47.14%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
12,000
shares
|
$285,000
0.21% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
11,976
shares
|
$284,430
0.01% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
11,901
shares
|
$282,648
0.01% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
11,761
shares
|
$279,323
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,659
shares
|
$276,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
11,598
shares
|
$275,452
0.01% of portfolio
|
Q3 2025
Reduced 38.82%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
11,041
shares
|
$262,223
0.04% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
11,000
shares
|
$261,250
0.13% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
10,836
shares
|
$257,355
0.06% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,801
shares
|
$256,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,696
shares
|
$254,030
0.01% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10,575
shares
|
$251,156
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,496
shares
|
$249,280
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,353
shares
|
$245,883
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
10,280
shares
|
$244,150
0.06% of portfolio
|
Q3 2025
Reduced 50.09%
|
|