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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
67,573
shares
|
$1.6 Million
0.3% of portfolio
|
Q2 2025
Added 95.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
67,350
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2023
Reduced 26.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
65,694
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2023
Added 226.36%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
64,700
shares
|
$1.54 Million
0.97% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
64,500
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2025
Added 23.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
64,047
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 90.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
63,902
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 43.63%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
63,705
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
63,400
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
63,251
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
62,775
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
62,756
shares
|
$1.49 Million
0.26% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
62,643
shares
|
$1.49 Million
1.03% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
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%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
62,144
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
61,728
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Added 35.89%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
60,812
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
60,311
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
59,000
shares
|
$1.4 Million
0.32% of portfolio
|
Q4 2024
Added 90.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
58,760
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
58,050
shares
|
$1.38 Million
1.27% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
57,843
shares
|
$1.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
57,814
shares
|
$1.37 Million
0.95% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
57,391
shares
|
$1.36 Million
0.44% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
56,566
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Added 2.74%
|