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 387 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
67,220
shares
|
$1.6 Million
0.88% of portfolio
|
Q4 2024
Added 63.46%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
66,646
shares
|
$1.58 Million
0.15% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
65,910
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Added 29.59%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
65,694
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2023
Added 226.36%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
65,186
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
63,819
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,400
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
62,184
shares
|
$1.48 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
61,165
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
60,858
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
60,108
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 55.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
59,632
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
59,000
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Added 90.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,613
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
57,391
shares
|
$1.36 Million
0.45% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
57,073
shares
|
$1.36 Million
0.37% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
57,028
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
56,425
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2023
Added 25.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
54,572
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Added 55.72%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
54,272
shares
|
$1.29 Million
0.69% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,608
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2020
Reduced 74.1%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
52,385
shares
|
$1.24 Million
1.18% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
51,802
shares
|
$1.23 Million
0.62% of portfolio
|
Q4 2024
Added 65.59%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
51,500
shares
|
$1.22 Million
0.97% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
50,266
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Added 5.11%
|