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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
129,941
shares
|
$3.09 Million
0.44% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
125,893
shares
|
$2.99 Million
0.66% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
121,805
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
121,643
shares
|
$2.89 Million
0.25% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
120,229
shares
|
$2.86 Million
0.08% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
119,326
shares
|
$2.83 Million
1.83% of portfolio
|
Q3 2025
Added 46.93%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
112,614
shares
|
$2.67 Million
1.44% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
111,840
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
109,735
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
108,723
shares
|
$2.58 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
108,565
shares
|
$2.58 Million
2.09% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
107,313
shares
|
$2.55 Million
0.18% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
106,737
shares
|
$2.54 Million
0.58% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
106,546
shares
|
$2.53 Million
0.52% of portfolio
|
Q3 2025
Reduced 28.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
105,034
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 64.37%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
103,743
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
103,686
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
103,526
shares
|
$2.46 Million
1.43% of portfolio
|
Q4 2022
Added 132.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
99,066
shares
|
$2.35 Million
0.1% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
98,102
shares
|
$2.33 Million
0.38% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
98,055
shares
|
$2.33 Million
2.05% of portfolio
|
Q3 2025
Reduced 55.49%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
97,615
shares
|
$2.32 Million
1.34% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
95,713
shares
|
$2.27 Million
0.71% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
93,085
shares
|
$2.21 Million
0.56% of portfolio
|
Q3 2025
Added 68.67%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
92,306
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.81%
|
|