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 371 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
157,138
shares
|
$3.73 Million
1.71% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
156,621
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2024
Added 1358.02%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
156,148
shares
|
$3.71 Million
2.37% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
155,360
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Added 33.14%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
154,729
shares
|
$3.67 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
153,926
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2024
Added 46.98%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
146,639
shares
|
$3.48 Million
1.92% of portfolio
|
Q3 2024
Added 43.91%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
146,613
shares
|
$3.48 Million
0.38% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
140,086
shares
|
$3.33 Million
0.16% of portfolio
|
Q3 2024
Added 46.76%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
138,862
shares
|
$3.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
138,006
shares
|
$3.28 Million
1.11% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
137,809
shares
|
$3.27 Million
0.64% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
137,778
shares
|
$3.27 Million
2.26% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
137,076
shares
|
$3.26 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
136,037
shares
|
$3.23 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
135,843
shares
|
$3.23 Million
2.3% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
135,120
shares
|
$3.21 Million
2.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
131,580
shares
|
$3.13 Million
0.82% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
129,716
shares
|
$3.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
129,388
shares
|
$3.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
128,618
shares
|
$3.05 Million
0.62% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
125,468
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
123,803
shares
|
$2.94 Million
1.39% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
123,590
shares
|
$2.94 Million
0.62% of portfolio
|
Q3 2024
Added 36.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
123,201
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|