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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
571,694
shares
|
$13.6 Million
2.69% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
570,852
shares
|
$13.6 Million
1.93% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
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%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
556,889
shares
|
$13.2 Million
0.27% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
537,528
shares
|
$12.8 Million
1.64% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
520,027
shares
|
$12.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
519,674
shares
|
$12.3 Million
1.92% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
504,893
shares
|
$12 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
485,281
shares
|
$11.5 Million
0.3% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
468,791
shares
|
$11.1 Million
0.12% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
453,905
shares
|
$10.8 Million
0.75% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
450,515
shares
|
$10.7 Million
2.7% of portfolio
|
Q1 2025
Reduced 47.95%
|
|
|
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
|
Aug 04, 2025 Q2 2025 |
441,217
shares
|
$10.5 Million
0.64% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
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%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
416,353
shares
|
$9.89 Million
4.47% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
414,832
shares
|
$9.85 Million
2.77% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
410,121
shares
|
$9.74 Million
0.3% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
391,583
shares
|
$9.3 Million
0.75% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
377,446
shares
|
$8.96 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
344,799
shares
|
$8.19 Million
3.07% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
330,359
shares
|
$7.85 Million
4.15% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
328,427
shares
|
$7.8 Million
2.77% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
325,701
shares
|
$7.74 Million
0.36% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
315,524
shares
|
$7.49 Million
0.04% of portfolio
|
Q2 2025
Added 1.86%
|