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 430 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
554,018
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
553,501
shares
|
$13.1 Million
0.27% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
517,898
shares
|
$12.3 Million
1.76% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
505,816
shares
|
$12 Million
1.89% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
502,548
shares
|
$11.9 Million
6.32% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
466,923
shares
|
$11.1 Million
1.81% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
461,267
shares
|
$11 Million
4.77% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
459,490
shares
|
$10.9 Million
0.12% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
450,515
shares
|
$10.7 Million
2.89% of portfolio
|
Q1 2025
Reduced 47.95%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
446,708
shares
|
$10.6 Million
0.8% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443,906
shares
|
$10.5 Million
0.31% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
441,732
shares
|
$10.5 Million
1.88% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
430,389
shares
|
$10.2 Million
0.67% of portfolio
|
Q1 2025
Added 28.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
420,552
shares
|
$9.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
407,958
shares
|
$9.69 Million
3.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
396,183
shares
|
$9.41 Million
0.31% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
364,517
shares
|
$8.66 Million
0.82% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
351,492
shares
|
$8.35 Million
0.02% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
334,826
shares
|
$7.95 Million
2.22% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
333,206
shares
|
$7.91 Million
4.51% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
330,520
shares
|
$7.85 Million
1.92% of portfolio
|
Q1 2025
Added 217.76%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
319,211
shares
|
$7.58 Million
0.38% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
309,776
shares
|
$7.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
307,314
shares
|
$7.3 Million
0.3% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
306,679
shares
|
$7.28 Million
0.02% of portfolio
|
Q4 2024
Added 1.11%
|