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 467 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 $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
10,280
shares
|
$244,150
0.06% of portfolio
|
Q3 2025
Reduced 50.09%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,086
shares
|
$239,542
0.19% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
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
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
9,925
shares
|
$235,718
0.05% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
9,760
shares
|
$231,800
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,696
shares
|
$230,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
9,696
shares
|
$230,280
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
9,481
shares
|
$225,173
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
9,437
shares
|
$224,128
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
9,399
shares
|
$223,226
0.04% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
9,353
shares
|
$222,133
0.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
9,295
shares
|
$220,756
0.0% of portfolio
|
Q3 2025
Added 348.38%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
9,148
shares
|
$217,265
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
9,112
shares
|
$216,410
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,060
shares
|
$215,175
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,990
shares
|
$213,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,952
shares
|
$212,610
0.07% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,728
shares
|
$207,290
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
8,638
shares
|
$205,152
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,590
shares
|
$204,012
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,521
shares
|
$202,373
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
8,493
shares
|
$201,708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,413
shares
|
$199,808
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,325
shares
|
$197,718
0.01% of portfolio
|
Q4 2024
New holding
|
|