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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,510
shares
|
$225,862
0.0% of portfolio
|
Q2 2025
Reduced 91.16%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
9,399
shares
|
$223,226
0.04% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
9,308
shares
|
$221,065
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
9,246
shares
|
$219,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
9,112
shares
|
$216,410
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,952
shares
|
$212,610
0.08% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
8,752
shares
|
$207,860
0.01% of portfolio
|
Q4 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
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,590
shares
|
$204,012
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,521
shares
|
$202,373
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,396
shares
|
$199,405
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
8,375
shares
|
$198,906
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,325
shares
|
$197,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
8,277
shares
|
$196,578
0.0% of portfolio
|
Q2 2025
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%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,529
shares
|
$178,813
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
7,481
shares
|
$177,673
0.02% of portfolio
|
Q2 2025
Reduced 96.99%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
7,195
shares
|
$170,881
0.02% of portfolio
|
Q2 2025
Added 47.08%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,060
shares
|
$167,675
0.03% of portfolio
|
Q1 2025
Added 44.38%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
6,882
shares
|
$163,447
0.02% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,700
shares
|
$159,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,584
shares
|
$132,620
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,414
shares
|
$128,582
0.0% of portfolio
|
Q2 2025
Added 196.66%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,163
shares
|
$122,621
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
5,110
shares
|
$121,362
0.06% of portfolio
|
Q4 2023
New holding
|