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 370 institutions that hold shares in the stock, with a total of 88.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,033
shares
|
$238,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
10,030
shares
|
$238,212
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
9,888
shares
|
$234,840
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,808
shares
|
$232,940
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
9,755
shares
|
$231,681
0.06% of portfolio
|
Q3 2023
Added 11.42%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,295
shares
|
$220,756
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,168
shares
|
$217,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,105
shares
|
$216,243
0.06% of portfolio
|
Q2 2024
Added 30.74%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,066
shares
|
$215,317
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
8,952
shares
|
$212,610
0.08% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,951
shares
|
$212,586
0.01% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$211,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$211,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,728
shares
|
$207,290
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,608
shares
|
$204,440
0.0% of portfolio
|
Q3 2024
Added 158.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,390
shares
|
$199,262
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,800
shares
|
$185,250
0.01% of portfolio
|
Q2 2023
Reduced 15.68%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
7,500
shares
|
$178,125
0.03% of portfolio
|
Q4 2023
Reduced 16.43%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
6,990
shares
|
$166,012
0.23% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,405
shares
|
$152,118
0.01% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
5,914
shares
|
$140,457
0.0% of portfolio
|
Q3 2024
Added 173.29%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,167
shares
|
$122,716
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,110
shares
|
$121,362
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,892
shares
|
$116,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
4,105
shares
|
$97,493
0.01% of portfolio
|
Q4 2022
New holding
|