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 370 institutions that hold shares in the stock, with a total of 88.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
865,465
shares
|
$20.6 Million
5.09% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
Nov 12, 2024 Q3 2024 |
841,583
shares
|
$20 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
758,976
shares
|
$18 Million
0.8% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
758,680
shares
|
$18 Million
0.27% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
737,160
shares
|
$17.5 Million
0.37% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
727,110
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
710,275
shares
|
$16.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
695,434
shares
|
$16.5 Million
5.34% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
692,020
shares
|
$16.4 Million
0.05% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
661,138
shares
|
$15.7 Million
0.22% of portfolio
|
Q4 2023
Added 27.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
659,803
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
646,087
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
638,269
shares
|
$15.2 Million
1.75% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
587,981
shares
|
$14 Million
0.06% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
584,583
shares
|
$13.9 Million
2.3% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
583,717
shares
|
$13.9 Million
1.51% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
563,133
shares
|
$13.4 Million
1.26% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,612
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
561,339
shares
|
$13.3 Million
0.26% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
560,209
shares
|
$13.3 Million
1.54% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
550,762
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
533,343
shares
|
$12.7 Million
0.39% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
519,363
shares
|
$12.3 Million
4.61% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
506,274
shares
|
$12 Million
0.67% of portfolio
|
Q3 2024
Added 2.06%
|