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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
153,728
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
151,689
shares
|
$3.6 Million
2.63% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
151,441
shares
|
$3.6 Million
1.51% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
150,033
shares
|
$3.56 Million
0.26% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
148,799
shares
|
$3.53 Million
0.03% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
147,127
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 146.72%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
141,783
shares
|
$3.37 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
141,563
shares
|
$3.36 Million
1.82% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
140,647
shares
|
$3.34 Million
0.3% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
139,356
shares
|
$3.31 Million
0.7% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
139,099
shares
|
$3.3 Million
2.32% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
138,808
shares
|
$3.3 Million
0.19% of portfolio
|
Q4 2024
Added 26.88%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
137,809
shares
|
$3.27 Million
0.64% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
136,511
shares
|
$3.24 Million
0.84% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
127,597
shares
|
$3.03 Million
0.2% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
126,355
shares
|
$3 Million
1.42% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
125,542
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
124,299
shares
|
$2.95 Million
0.98% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
123,544
shares
|
$2.93 Million
0.6% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
120,360
shares
|
$2.86 Million
0.04% of portfolio
|
Q4 2024
Added 64.79%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
119,924
shares
|
$2.85 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
119,125
shares
|
$2.83 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
115,618
shares
|
$2.75 Million
0.73% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
113,767
shares
|
$2.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
111,482
shares
|
$2.65 Million
0.25% of portfolio
|
Q4 2024
Added 18.83%
|