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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,401,685
shares
|
$200 Million
0.02% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,273,707
shares
|
$102 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,969,535
shares
|
$94.3 Million
0.01% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,899,753
shares
|
$68.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,306,571
shares
|
$54.8 Million
0.02% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,288,819
shares
|
$54.4 Million
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,218,999
shares
|
$52.7 Million
1.08% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
2,218,248
shares
|
$52.7 Million
0.91% of portfolio
|
Q4 2024
Added 43.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,202,542
shares
|
$52.3 Million
0.13% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,057,432
shares
|
$48.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,931,794
shares
|
$45.9 Million
0.21% of portfolio
|
Q4 2024
Added 37.25%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,639,796
shares
|
$38.9 Million
1.22% of portfolio
|
Q4 2024
Added 116.05%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,413,175
shares
|
$33.6 Million
2.64% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,335,954
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
1,307,356
shares
|
$31 Million
2.53% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,258,165
shares
|
$29.9 Million
4.85% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,253,472
shares
|
$29.8 Million
0.01% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,198,800
shares
|
$28.5 Million
1.28% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,072,997
shares
|
$25.5 Million
1.51% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,070,511
shares
|
$25.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,039,692
shares
|
$24.7 Million
0.44% of portfolio
|
Q2 2024
Added 31.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
1,035,657
shares
|
$24.6 Million
1.84% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
1,009,266
shares
|
$24 Million
21.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
986,986
shares
|
$23.4 Million
2.2% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
959,586
shares
|
$22.8 Million
2.27% of portfolio
|
Q4 2024
Added 8.99%
|