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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,706
shares
|
$301,767
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,591
shares
|
$299,036
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
12,500
shares
|
$296,875
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
12,300
shares
|
$292,125
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
12,100
shares
|
$287,375
0.23% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
11,989
shares
|
$284,738
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
11,761
shares
|
$279,323
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,659
shares
|
$276,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,801
shares
|
$256,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,603
shares
|
$251,821
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,575
shares
|
$251,156
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
10,408
shares
|
$247,190
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,385
shares
|
$246,643
0.05% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,355
shares
|
$245,931
0.02% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,333
shares
|
$245,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
10,094
shares
|
$239,732
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
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
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
10,010
shares
|
$237,737
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$237,500
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,983
shares
|
$237,096
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
9,980
shares
|
$237,025
0.21% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
9,925
shares
|
$235,718
0.05% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9,760
shares
|
$231,800
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,688
shares
|
$230,090
0.0% of portfolio
|
Q1 2025
Added 0.05%
|