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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
910,247
shares
|
$21.6 Million
0.31% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
906,859
shares
|
$21.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
886,426
shares
|
$21.1 Million
0.06% of portfolio
|
Q4 2024
Added 28.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
871,494
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
865,465
shares
|
$20.6 Million
4.78% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
859,368
shares
|
$20.4 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
848,208
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
833,014
shares
|
$19.8 Million
0.03% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
763,662
shares
|
$18.1 Million
0.38% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
710,122
shares
|
$16.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
688,491
shares
|
$16.4 Million
0.02% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
671,822
shares
|
$16 Million
0.23% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
664,593
shares
|
$15.8 Million
1.75% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
660,842
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
660,812
shares
|
$15.7 Million
5.85% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
618,756
shares
|
$14.7 Million
0.28% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
618,176
shares
|
$14.7 Million
1.65% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
608,289
shares
|
$14.4 Million
8.29% of portfolio
|
Q4 2024
Added 90.77%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
596,671
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
596,615
shares
|
$14.2 Million
2.36% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
585,057
shares
|
$13.9 Million
1.35% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
579,800
shares
|
$13.8 Million
0.02% of portfolio
|
Q4 2024
Added 79.67%
|
|
|
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%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
560,209
shares
|
$13.3 Million
1.59% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
554,080
shares
|
$13.2 Million
0.42% of portfolio
|
Q4 2024
Added 3.89%
|