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 438 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,961,930
shares
|
$213 Million
0.02% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,180,253
shares
|
$99.3 Million
0.01% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,755,765
shares
|
$65.4 Million
1.17% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,755,309
shares
|
$65.4 Million
0.27% of portfolio
|
Q1 2025
Added 42.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,622,627
shares
|
$62.3 Million
0.03% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,573,674
shares
|
$61.1 Million
0.14% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,500,009
shares
|
$59.4 Million
1.1% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,477,188
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,394,660
shares
|
$56.9 Million
0.02% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,136,606
shares
|
$50.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,753,402
shares
|
$41.6 Million
28.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,710,809
shares
|
$40.6 Million
3.04% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,477,727
shares
|
$35.1 Million
0.01% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,334,759
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,325,063
shares
|
$31.5 Million
4.87% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,194,473
shares
|
$28.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,171,737
shares
|
$27.8 Million
0.07% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,135,267
shares
|
$27 Million
2.2% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,129,662
shares
|
$26.8 Million
1.51% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
1,108,718
shares
|
$26.3 Million
2.43% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,091,935
shares
|
$25.9 Million
2.42% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,070,732
shares
|
$25.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,061,738
shares
|
$25.2 Million
22.08% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,054,259
shares
|
$25 Million
0.03% of portfolio
|
Q2 2025
Added 0.73%
|