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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
181,716
shares
|
$4.32 Million
1.09% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
179,253
shares
|
$4.26 Million
0.37% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
178,139
shares
|
$4.23 Million
2.27% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
177,860
shares
|
$4.22 Million
1.92% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
171,505
shares
|
$4.07 Million
0.56% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
171,371
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
161,858
shares
|
$3.84 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
161,661
shares
|
$3.84 Million
0.65% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
161,143
shares
|
$3.83 Million
1.61% of portfolio
|
Q3 2025
Added 31.33%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
160,582
shares
|
$3.81 Million
0.22% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
159,905
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
156,997
shares
|
$3.73 Million
1.24% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
153,756
shares
|
$3.65 Million
0.32% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
153,619
shares
|
$3.65 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
153,589
shares
|
$3.65 Million
1.78% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
152,663
shares
|
$3.63 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
152,465
shares
|
$3.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
149,420
shares
|
$3.55 Million
1.09% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
149,166
shares
|
$3.54 Million
1.34% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
146,867
shares
|
$3.49 Million
0.25% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
142,653
shares
|
$3.39 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
139,716
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2025
Added 118.15%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
135,347
shares
|
$3.21 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
131,761
shares
|
$3.13 Million
2.55% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
130,033
shares
|
$3.09 Million
0.7% of portfolio
|
Q3 2025
Added 4.23%
|
|