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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
552,965
shares
|
$13.1 Million
0.08% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
546,875
shares
|
$13 Million
0.01% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
546,069
shares
|
$13 Million
0.7% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
544,666
shares
|
$12.9 Million
0.19% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
543,372
shares
|
$12.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
527,888
shares
|
$12.5 Million
0.31% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
520,354
shares
|
$12.4 Million
4.62% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
499,189
shares
|
$11.9 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
492,853
shares
|
$11.7 Million
0.24% of portfolio
|
Q4 2024
Added 186.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
452,222
shares
|
$10.7 Million
0.12% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
448,258
shares
|
$10.6 Million
1.68% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443,906
shares
|
$10.5 Million
0.31% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
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%
|
|
|
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
|
Jan 28, 2025 Q4 2024 |
403,917
shares
|
$9.59 Million
2.94% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
395,452
shares
|
$9.39 Million
1.87% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
385,433
shares
|
$9.15 Million
1.54% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
355,759
shares
|
$8.45 Million
0.29% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
344,218
shares
|
$8.18 Million
3.82% of portfolio
|
Q4 2024
Added 610.24%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
341,272
shares
|
$8.11 Million
0.73% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
335,036
shares
|
$7.96 Million
0.51% of portfolio
|
Q4 2024
Added 29.9%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
334,170
shares
|
$7.94 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
326,322
shares
|
$7.75 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
323,475
shares
|
$7.68 Million
4.24% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
322,340
shares
|
$7.66 Million
2.48% of portfolio
|
Q4 2024
Added 1.58%
|