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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
239,868
shares
|
$5.7 Million
2.33% of portfolio
|
Q3 2024
Added 108.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
235,860
shares
|
$5.6 Million
0.97% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
231,117
shares
|
$5.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
229,377
shares
|
$5.45 Million
2.24% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
216,475
shares
|
$5.14 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
213,591
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
213,236
shares
|
$5.06 Million
2.14% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
211,973
shares
|
$5.03 Million
0.45% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
209,165
shares
|
$4.97 Million
1.25% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
204,771
shares
|
$4.86 Million
0.2% of portfolio
|
Q2 2020
Added 212.7%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
197,916
shares
|
$4.7 Million
0.18% of portfolio
|
Q3 2024
Added 92.91%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
196,441
shares
|
$4.67 Million
0.11% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
183,117
shares
|
$4.35 Million
1.15% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
182,349
shares
|
$4.33 Million
2.39% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
181,094
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
179,148
shares
|
$4.25 Million
0.02% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
175,881
shares
|
$4.18 Million
1.26% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
172,436
shares
|
$4.1 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
171,936
shares
|
$4.08 Million
0.08% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
168,533
shares
|
$4 Million
1.42% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
162,670
shares
|
$3.86 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
162,304
shares
|
$3.85 Million
2.29% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
161,134
shares
|
$3.83 Million
0.19% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
159,905
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
157,138
shares
|
$3.73 Million
1.71% of portfolio
|
Q3 2024
Added 45.94%
|