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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
310,081
shares
|
$7.36 Million
0.01% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
310,075
shares
|
$7.36 Million
0.28% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
300,843
shares
|
$7.15 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
300,320
shares
|
$7.13 Million
2.95% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
287,906
shares
|
$6.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
286,070
shares
|
$6.79 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
281,992
shares
|
$6.7 Million
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
275,397
shares
|
$6.54 Million
1.22% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
273,274
shares
|
$6.49 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
268,051
shares
|
$6.37 Million
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
264,169
shares
|
$6.27 Million
2.68% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
257,956
shares
|
$6.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 53.44%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
256,700
shares
|
$6.1 Million
6.27% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
255,322
shares
|
$6.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
254,196
shares
|
$6.04 Million
4.07% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
251,983
shares
|
$5.98 Million
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
249,673
shares
|
$5.93 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
245,963
shares
|
$5.84 Million
0.25% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
244,019
shares
|
$5.8 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
238,140
shares
|
$5.66 Million
1.33% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
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%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
235,185
shares
|
$5.59 Million
2.33% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
234,015
shares
|
$5.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
233,935
shares
|
$5.56 Million
3.07% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
231,762
shares
|
$5.5 Million
0.07% of portfolio
|
Q2 2025
New holding
|