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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
22,097
shares
|
$524,803
0.09% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
21,571
shares
|
$512,311
0.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,420
shares
|
$508,725
0.06% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
21,241
shares
|
$504,473
0.14% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,755
shares
|
$492,931
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20,700
shares
|
$491,625
0.14% of portfolio
|
Q2 2018
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,599
shares
|
$489,226
0.14% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
20,204
shares
|
$479,845
0.0% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
20,128
shares
|
$478,040
0.08% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,905
shares
|
$472,743
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,646
shares
|
$466,592
0.01% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
19,402
shares
|
$460,797
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
19,330
shares
|
$459,087
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
19,180
shares
|
$455,525
0.0% of portfolio
|
Q2 2025
Reduced 73.02%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
18,956
shares
|
$450,205
0.01% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,941
shares
|
$449,848
0.23% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
18,889
shares
|
$448,613
0.06% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
18,876
shares
|
$448,305
0.02% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
18,632
shares
|
$442,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,743
shares
|
$421,396
0.22% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
17,685
shares
|
$420,018
0.09% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
17,674
shares
|
$419,757
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
17,562
shares
|
$417,097
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,368
shares
|
$412,490
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
17,338
shares
|
$411,777
0.11% of portfolio
|
Q2 2025
New holding
|