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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
529,674
shares
|
$12.6 Million
1.85% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
516,728
shares
|
$12.3 Million
0.29% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
501,531
shares
|
$11.9 Million
0.11% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
490,596
shares
|
$11.7 Million
0.53% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
485,872
shares
|
$11.5 Million
0.65% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
467,228
shares
|
$11.1 Million
6.51% of portfolio
|
Q3 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
450,515
shares
|
$10.7 Million
2.59% of portfolio
|
Q1 2025
Reduced 47.95%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
441,732
shares
|
$10.5 Million
1.88% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
434,861
shares
|
$10.3 Million
0.78% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
434,006
shares
|
$10.3 Million
0.18% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
421,532
shares
|
$10 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
420,552
shares
|
$9.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
414,832
shares
|
$9.85 Million
2.77% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
409,946
shares
|
$9.74 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
402,007
shares
|
$9.55 Million
3.01% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
399,260
shares
|
$9.48 Million
4.05% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
369,030
shares
|
$8.76 Million
0.01% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
344,799
shares
|
$8.19 Million
3.07% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
336,411
shares
|
$7.99 Million
0.35% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
333,871
shares
|
$7.93 Million
3.94% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
333,054
shares
|
$7.91 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
331,783
shares
|
$7.88 Million
0.97% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
328,684
shares
|
$7.81 Million
0.04% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
322,234
shares
|
$7.65 Million
0.27% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
318,440
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2025
Added 12.93%
|
|