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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
110,443
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
109,821
shares
|
$2.61 Million
0.44% of portfolio
|
Q4 2024
Added 48.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
108,504
shares
|
$2.58 Million
0.28% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
104,015
shares
|
$2.47 Million
0.56% of portfolio
|
Q4 2024
Added 109.92%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
103,843
shares
|
$2.47 Million
2.21% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
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%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
102,206
shares
|
$2.43 Million
0.09% of portfolio
|
Q4 2024
Added 275.19%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
99,176
shares
|
$2.36 Million
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
97,365
shares
|
$2.31 Million
1.62% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
97,364
shares
|
$2.31 Million
1.45% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
94,475
shares
|
$2.24 Million
0.42% of portfolio
|
Q4 2024
Reduced 26.55%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
94,173
shares
|
$2.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
93,069
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
91,598
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
90,384
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,833
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
86,434
shares
|
$2.05 Million
0.53% of portfolio
|
Q4 2024
Added 97016.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
85,735
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
85,703
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
84,774
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2024
Added 24.55%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
81,270
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
80,955
shares
|
$1.92 Million
0.4% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
80,850
shares
|
$1.92 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
78,358
shares
|
$1.86 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
77,367
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Added 8.37%
|