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 458 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
38,086
shares
|
$904,542
0.2% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
37,508
shares
|
$890,815
0.43% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
36,888
shares
|
$876,090
0.17% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
36,001
shares
|
$855,023
0.13% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
34,707
shares
|
$824,291
0.12% of portfolio
|
Q2 2025
Added 50.06%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
33,643
shares
|
$799,021
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
33,252
shares
|
$789,735
0.07% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
32,411
shares
|
$769,761
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
32,343
shares
|
$768,146
0.45% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
31,999
shares
|
$759,976
0.15% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
31,833
shares
|
$756,033
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
31,572
shares
|
$749,835
0.24% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
31,503
shares
|
$748,196
0.07% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,116
shares
|
$739,005
0.05% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,107
shares
|
$738,791
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
30,798
shares
|
$731,452
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
30,555
shares
|
$725,681
0.63% of portfolio
|
Q2 2025
Added 191.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
30,336
shares
|
$720,480
0.0% of portfolio
|
Q1 2025
Added 46570.77%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,243
shares
|
$718,271
0.01% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
29,809
shares
|
$707,963
0.7% of portfolio
|
Q2 2025
Reduced 45.42%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
29,760
shares
|
$706,800
0.26% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
29,668
shares
|
$704,615
0.57% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
29,570
shares
|
$702,287
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
29,289
shares
|
$695,613
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
29,182
shares
|
$693,072
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|