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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
905,180
shares
|
$21.5 Million
0.1% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
890,530
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
848,208
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
824,837
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
802,857
shares
|
$19.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
746,390
shares
|
$17.7 Million
0.09% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
745,038
shares
|
$17.7 Million
0.64% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
723,855
shares
|
$17.2 Million
0.21% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
714,154
shares
|
$17 Million
2.66% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
702,629
shares
|
$16.7 Million
1.03% of portfolio
|
Q3 2025
Added 54.8%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
702,156
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
694,316
shares
|
$16.5 Million
1.26% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
682,472
shares
|
$16.2 Million
5.42% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
657,888
shares
|
$15.6 Million
0.26% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
652,213
shares
|
$15.5 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
648,532
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
626,085
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
621,930
shares
|
$14.8 Million
0.1% of portfolio
|
Q2 2025
Added 324.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
601,444
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
586,700
shares
|
$13.9 Million
0.3% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
574,486
shares
|
$13.6 Million
1.79% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
571,694
shares
|
$13.6 Million
2.69% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
569,624
shares
|
$13.5 Million
0.26% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,612
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
559,148
shares
|
$13.3 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.48%
|
|