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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
315,147
shares
|
$7.48 Million
0.41% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
306,199
shares
|
$7.27 Million
0.47% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
304,120
shares
|
$7.22 Million
2.94% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
299,117
shares
|
$7.1 Million
1.84% of portfolio
|
Q3 2025
Added 3898.36%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
292,524
shares
|
$6.95 Million
2.7% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
288,627
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
286,070
shares
|
$6.79 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
283,136
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 88.57%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
276,222
shares
|
$6.56 Million
1.17% of portfolio
|
Q3 2025
Added 74.87%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
268,051
shares
|
$6.37 Million
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
266,206
shares
|
$6.32 Million
0.42% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
261,674
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
260,723
shares
|
$6.19 Million
1.17% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
259,248
shares
|
$6.16 Million
5.09% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
258,280
shares
|
$6.13 Million
0.18% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
256,415
shares
|
$6.09 Million
0.05% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
254,465
shares
|
$6.04 Million
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
253,622
shares
|
$6.02 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
247,802
shares
|
$5.89 Million
0.06% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
247,176
shares
|
$5.87 Million
0.35% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
245,963
shares
|
$5.84 Million
0.25% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
243,334
shares
|
$5.78 Million
0.09% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
242,833
shares
|
$5.77 Million
0.11% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
242,139
shares
|
$5.75 Million
1.2% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
240,379
shares
|
$5.71 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.49%
|
|