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 371 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
37,919
shares
|
$900,576
0.21% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
37,650
shares
|
$894,187
0.03% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
36,819
shares
|
$874,451
0.17% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
35,676
shares
|
$847,305
0.04% of portfolio
|
Q3 2024
Added 52.95%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
35,603
shares
|
$845,571
0.14% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
35,046
shares
|
$832,342
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
34,959
shares
|
$830,276
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
34,799
shares
|
$826,476
0.17% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
34,739
shares
|
$825,051
0.05% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
33,857
shares
|
$804,103
0.01% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
32,539
shares
|
$772,801
0.08% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
31,877
shares
|
$757,078
0.15% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
31,503
shares
|
$748,196
0.07% of portfolio
|
Q2 2023
Reduced 2.92%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
31,284
shares
|
$742,995
0.32% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
31,000
shares
|
$736,250
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
30,798
shares
|
$731,452
0.05% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
29,965
shares
|
$711,668
0.34% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
29,668
shares
|
$704,615
0.61% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
29,605
shares
|
$703,118
0.03% of portfolio
|
Q3 2024
Reduced 74.62%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
29,600
shares
|
$703,000
0.42% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
27,592
shares
|
$655,310
0.01% of portfolio
|
Q3 2024
Added 50.32%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
27,430
shares
|
$651,462
0.01% of portfolio
|
Q3 2024
Added 32.46%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
27,241
shares
|
$646,973
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
27,000
shares
|
$641,250
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
26,444
shares
|
$628,045
0.02% of portfolio
|
Q3 2024
Reduced 52.02%
|