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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,613
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
90,787
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
86,973
shares
|
$2.07 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
86,112
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
86,025
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
85,362
shares
|
$2.03 Million
0.27% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
82,282
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
81,985
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
81,421
shares
|
$1.93 Million
1.14% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
80,455
shares
|
$1.91 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
79,971
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
79,483
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
79,274
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
79,130
shares
|
$1.88 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
78,132
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
77,662
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
77,150
shares
|
$1.83 Million
1.08% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
76,315
shares
|
$1.81 Million
0.37% of portfolio
|
Q3 2025
Reduced 27.8%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
75,263
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
74,953
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
74,126
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
73,956
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
73,765
shares
|
$1.75 Million
0.31% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
70,949
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Added 56.64%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
70,755
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2025
Added 32.05%
|
|