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 455 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,974,530
shares
|
$213 Million
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
6,014,772
shares
|
$143 Million
3.56% of portfolio
|
Q2 2025
Added 2340.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,269,511
shares
|
$101 Million
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,135,628
shares
|
$74.5 Million
0.29% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,910,616
shares
|
$69.1 Million
0.02% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,821,416
shares
|
$67 Million
0.14% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,755,765
shares
|
$65.4 Million
1.17% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,623,466
shares
|
$62.3 Million
0.02% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,500,009
shares
|
$59.4 Million
1.1% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,477,188
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,753,402
shares
|
$41.6 Million
28.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,710,809
shares
|
$40.6 Million
3.04% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,459,315
shares
|
$34.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,406,620
shares
|
$33.4 Million
0.08% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,372,710
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,335,954
shares
|
$31.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,325,063
shares
|
$31.5 Million
4.87% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,311,224
shares
|
$31.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,236,100
shares
|
$29.4 Million
1.23% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,135,267
shares
|
$27 Million
2.2% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,129,662
shares
|
$26.8 Million
1.51% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
1,092,999
shares
|
$26 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,091,935
shares
|
$25.9 Million
2.42% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,080,952
shares
|
$25.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,061,738
shares
|
$25.2 Million
22.08% of portfolio
|
Q2 2025
Added 2.01%
|