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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
56,425
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2023
Added 25.6%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
55,882
shares
|
$1.33 Million
1.01% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
55,756
shares
|
$1.32 Million
0.7% of portfolio
|
Q4 2024
Reduced 30.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
54,572
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Added 55.72%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
54,272
shares
|
$1.29 Million
0.69% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,608
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2020
Reduced 74.1%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
52,385
shares
|
$1.24 Million
1.18% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
52,170
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
51,802
shares
|
$1.23 Million
0.62% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
50,266
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
50,232
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 354.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
49,818
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
49,791
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
48,610
shares
|
$1.15 Million
0.2% of portfolio
|
Q4 2024
Added 279.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
48,569
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
48,275
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
47,687
shares
|
$1.13 Million
0.28% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
46,800
shares
|
$1.11 Million
0.73% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
46,142
shares
|
$1.1 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
45,569
shares
|
$1.08 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
41,228
shares
|
$979,165
0.16% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
40,770
shares
|
$968,287
0.49% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
40,379
shares
|
$959,001
0.37% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
38,751
shares
|
$920,336
0.16% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,451
shares
|
$913,211
0.03% of portfolio
|
Q4 2024
Added 2.13%
|