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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
77,193
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
74,180
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Added 63.84%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
73,432
shares
|
$1.74 Million
0.61% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
72,777
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2024
Added 169.54%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
71,290
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
68,905
shares
|
$1.64 Million
1.13% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
67,350
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2023
Reduced 26.51%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
67,220
shares
|
$1.6 Million
0.88% of portfolio
|
Q4 2024
Added 63.46%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
66,735
shares
|
$1.58 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
66,646
shares
|
$1.58 Million
0.15% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
65,910
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
65,694
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2023
Added 226.36%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
65,186
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
63,819
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
63,400
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
63,363
shares
|
$1.5 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
62,893
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
62,184
shares
|
$1.48 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
61,255
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
61,165
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
60,858
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
59,000
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Added 90.32%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
57,391
shares
|
$1.36 Million
0.45% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
57,073
shares
|
$1.36 Million
0.37% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
57,028
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.54%
|