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 369 institutions that hold shares in the stock, with a total of 88.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,839,229
shares
|
$186 Million
0.02% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,327,035
shares
|
$127 Million
0.03% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,588,020
shares
|
$85.2 Million
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,017,317
shares
|
$71.7 Million
0.02% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,161,474
shares
|
$51.3 Million
0.02% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,133,630
shares
|
$50.7 Million
0.11% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,129,979
shares
|
$50.6 Million
0.02% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
2,083,621
shares
|
$49.5 Million
1.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,547,421
shares
|
$36.8 Million
0.63% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,413,175
shares
|
$33.6 Million
2.64% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,407,525
shares
|
$33.4 Million
0.16% of portfolio
|
Q3 2024
Added 50.68%
|
|
|
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 |
Oct 08, 2024 Q3 2024 |
1,231,431
shares
|
$29.2 Million
4.85% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,217,295
shares
|
$28.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,198,154
shares
|
$28.5 Million
2.34% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
1,053,879
shares
|
$25 Million
1.11% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,039,692
shares
|
$24.7 Million
0.44% of portfolio
|
Q2 2024
Added 31.62%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,039,462
shares
|
$24.7 Million
1.21% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,032,297
shares
|
$24.5 Million
0.04% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
983,270
shares
|
$23.4 Million
1.77% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
976,350
shares
|
$23.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
969,855
shares
|
$23 Million
2.26% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
931,437
shares
|
$22.1 Million
1.14% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
890,755
shares
|
$21.2 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
880,423
shares
|
$20.9 Million
2.06% of portfolio
|
Q3 2024
Added 10.38%
|