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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
230,443
shares
|
$5.47 Million
0.11% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
228,020
shares
|
$5.42 Million
0.02% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
225,427
shares
|
$5.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
221,950
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
221,224
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
220,299
shares
|
$5.23 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
219,505
shares
|
$5.21 Million
0.84% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
207,274
shares
|
$4.92 Million
1.09% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
207,250
shares
|
$4.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
205,283
shares
|
$4.88 Million
0.93% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
193,940
shares
|
$4.61 Million
0.05% of portfolio
|
Q2 2025
Added 28.61%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
191,031
shares
|
$4.54 Million
0.3% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
190,619
shares
|
$4.53 Million
0.29% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
186,814
shares
|
$4.44 Million
0.29% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
186,732
shares
|
$4.43 Million
1.39% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
186,724
shares
|
$4.43 Million
3.72% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
185,677
shares
|
$4.41 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
184,146
shares
|
$4.37 Million
3.79% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
183,954
shares
|
$4.37 Million
0.09% of portfolio
|
Q2 2025
Added 73.07%
|
|
|
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
182,893
shares
|
$4.34 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
180,139
shares
|
$4.28 Million
1.46% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.26 Million
2.67% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
178,520
shares
|
$4.24 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.52%
|