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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
16,964
shares
|
$402,895
0.01% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,754
shares
|
$397,907
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
16,481
shares
|
$391,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
15,808
shares
|
$375,440
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
15,675
shares
|
$372,281
0.15% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
15,371
shares
|
$365,061
0.02% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
15,345
shares
|
$364,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
15,301
shares
|
$363,398
0.16% of portfolio
|
Q2 2025
Reduced 51.86%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,166
shares
|
$360,192
0.02% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
14,744
shares
|
$350,170
0.05% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
14,477
shares
|
$343,828
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
14,305
shares
|
$339,743
0.0% of portfolio
|
Q4 2024
Added 40.92%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
14,225
shares
|
$337,843
0.17% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
14,184
shares
|
$336,870
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
13,933
shares
|
$330,908
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
13,722
shares
|
$325,897
0.11% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
13,681
shares
|
$324,923
0.17% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
13,440
shares
|
$319,200
0.02% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
13,389
shares
|
$317,988
0.1% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
13,333
shares
|
$316,658
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
13,222
shares
|
$314,022
0.21% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,142
shares
|
$312,122
0.03% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,064
shares
|
$310,270
0.02% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
12,864
shares
|
$305,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,855
shares
|
$305,306
0.09% of portfolio
|
Q2 2025
Reduced 5.69%
|