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 457 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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,440
shares
|
$34,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,327
shares
|
$31,516
0.0% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
1,305
shares
|
$30,993
0.01% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,231
shares
|
$29,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,073
shares
|
$25,483
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
876
shares
|
$20,805
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
823
shares
|
$19,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
803
shares
|
$19,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
800
shares
|
$19,000
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
800
shares
|
$19,000
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
759
shares
|
$18,026
0.0% of portfolio
|
Q3 2023
Reduced 36.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
711
shares
|
$16,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
665
shares
|
$15,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
628
shares
|
$14,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
625
shares
|
$14,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
621
shares
|
$14,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
621
shares
|
$14,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
485
shares
|
$11,518
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
447
shares
|
$10,616
0.0% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
413
shares
|
$9,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
402
shares
|
$9,547
0.0% of portfolio
|
Q4 2023
Reduced 83.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
368
shares
|
$8,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
315
shares
|
$7,481
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
291
shares
|
$6,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
268
shares
|
$6,365
0.0% of portfolio
|
Q2 2025
New holding
|