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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
91,646
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,613
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
89,813
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
89,456
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
84,492
shares
|
$2.01 Million
1.3% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
83,728
shares
|
$1.99 Million
0.29% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
81,985
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
81,920
shares
|
$1.95 Million
0.39% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
81,214
shares
|
$1.93 Million
1.48% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
81,086
shares
|
$1.93 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
80,937
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
80,455
shares
|
$1.91 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
79,197
shares
|
$1.88 Million
0.08% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
77,630
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
77,532
shares
|
$1.84 Million
0.16% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
76,953
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
76,262
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
75,207
shares
|
$1.79 Million
0.28% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
75,095
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
73,958
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
71,073
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
70,952
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
70,755
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2025
Added 32.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
67,925
shares
|
$1.61 Million
0.26% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
67,580
shares
|
$1.61 Million
0.51% of portfolio
|
Q2 2025
Added 0.33%
|