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 |
|---|---|---|---|---|---|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
240,325
shares
|
$5.71 Million
2.98% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
239,705
shares
|
$5.69 Million
0.02% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
237,788
shares
|
$5.65 Million
0.06% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
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%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
235,629
shares
|
$5.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
235,291
shares
|
$5.59 Million
2.32% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
225,924
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
223,280
shares
|
$5.3 Million
0.79% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
211,812
shares
|
$5.03 Million
0.06% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
208,029
shares
|
$4.94 Million
1.47% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
207,335
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
207,274
shares
|
$4.92 Million
1.09% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
205,283
shares
|
$4.88 Million
0.93% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
204,771
shares
|
$4.86 Million
0.2% of portfolio
|
Q2 2020
Added 212.7%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
204,673
shares
|
$4.86 Million
0.09% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
197,914
shares
|
$4.7 Million
0.19% of portfolio
|
Q3 2025
Added 149.9%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.62 Million
2.75% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
191,778
shares
|
$4.55 Million
0.19% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
191,031
shares
|
$4.54 Million
0.3% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
187,616
shares
|
$4.46 Million
0.08% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
186,724
shares
|
$4.43 Million
3.72% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
185,677
shares
|
$4.41 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
184,094
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
183,683
shares
|
$4.36 Million
0.09% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
183,117
shares
|
$4.35 Million
1.15% of portfolio
|
Q3 2024
Reduced 22.87%
|
|