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 458 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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
178,281
shares
|
$4.23 Million
0.07% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
178,034
shares
|
$4.23 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
170,879
shares
|
$4.06 Million
0.63% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
169,473
shares
|
$4.02 Million
2.27% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
166,410
shares
|
$3.95 Million
0.39% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
165,825
shares
|
$3.94 Million
1.9% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
165,711
shares
|
$3.94 Million
0.1% of portfolio
|
Q2 2025
Added 34.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
163,098
shares
|
$3.87 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
161,643
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
160,582
shares
|
$3.81 Million
0.22% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
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%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
158,472
shares
|
$3.76 Million
0.05% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
157,954
shares
|
$3.75 Million
0.77% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
156,274
shares
|
$3.71 Million
0.68% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
154,989
shares
|
$3.68 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
153,756
shares
|
$3.65 Million
0.32% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
153,744
shares
|
$3.65 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
153,720
shares
|
$3.65 Million
1.35% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
152,663
shares
|
$3.63 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
152,633
shares
|
$3.63 Million
1.93% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
148,846
shares
|
$3.54 Million
0.77% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
142,117
shares
|
$3.38 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
142,063
shares
|
$3.37 Million
0.83% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
136,289
shares
|
$3.24 Million
1.38% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
135,898
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Added 13.12%
|