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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
319,737
shares
|
$7.59 Million
0.04% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
312,265
shares
|
$7.42 Million
0.02% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
299,957
shares
|
$7.12 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
296,407
shares
|
$7.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
289,475
shares
|
$6.88 Million
0.34% of portfolio
|
Q4 2024
Added 79.65%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
288,657
shares
|
$6.86 Million
0.48% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
279,985
shares
|
$6.65 Million
2.75% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
278,132
shares
|
$6.61 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
268,051
shares
|
$6.37 Million
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
262,817
shares
|
$6.24 Million
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
255,272
shares
|
$6.06 Million
2.42% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
254,478
shares
|
$6.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
245,146
shares
|
$5.82 Million
0.46% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
244,322
shares
|
$5.8 Million
0.13% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
242,182
shares
|
$5.75 Million
0.92% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
239,740
shares
|
$5.69 Million
0.22% of portfolio
|
Q4 2024
Added 21.13%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
237,225
shares
|
$5.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
235,860
shares
|
$5.6 Million
0.97% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
227,743
shares
|
$5.41 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
225,641
shares
|
$5.36 Million
2.32% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
223,697
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
221,770
shares
|
$5.27 Million
0.07% of portfolio
|
Q4 2024
Added 70.97%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
216,002
shares
|
$5.13 Million
1.26% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
208,428
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
205,566
shares
|
$4.88 Million
4.22% of portfolio
|
Q4 2024
New holding
|