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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,054,259
shares
|
$25 Million
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,039,692
shares
|
$24.7 Million
0.44% of portfolio
|
Q2 2024
Added 31.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
970,565
shares
|
$23.1 Million
1.55% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
876,917
shares
|
$20.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
857,786
shares
|
$20.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
848,208
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
836,590
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
818,441
shares
|
$19.4 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
759,301
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Added 116.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
755,162
shares
|
$17.9 Million
0.1% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
745,038
shares
|
$17.7 Million
0.64% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
723,145
shares
|
$17.2 Million
0.09% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
705,278
shares
|
$16.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
689,186
shares
|
$16.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.35%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
688,575
shares
|
$16.4 Million
2.7% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
684,433
shares
|
$16.3 Million
0.22% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
673,805
shares
|
$16 Million
1.28% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
652,213
shares
|
$15.5 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
622,087
shares
|
$14.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
621,930
shares
|
$14.8 Million
0.1% of portfolio
|
Q2 2025
Added 324.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
612,933
shares
|
$14.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
610,840
shares
|
$14.5 Million
5.57% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
588,771
shares
|
$14 Million
0.01% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
574,305
shares
|
$13.6 Million
0.32% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
573,374
shares
|
$13.6 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.3%
|