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 339 institutions that hold shares in the stock, with a total of 78 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,403,312
shares
|
$176 Million
0.02% of portfolio
|
Q1 2024
Added 7.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
4,913,300
shares
|
$117 Million
0.03% of portfolio
|
Q1 2024
Added 248.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,110,191
shares
|
$74.1 Million
0.01% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,371,798
shares
|
$56.5 Million
0.06% of portfolio
|
Q1 2024
Added 6.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,043,307
shares
|
$48.7 Million
0.14% of portfolio
|
Q1 2024
Added 32.28%
|
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
1,886,483
shares
|
$44.9 Million
0.98% of portfolio
|
Q1 2024
Added 8.81%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,836,669
shares
|
$43.7 Million
0.02% of portfolio
|
Q1 2024
Added 17.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,661,178
shares
|
$39.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,347,192
shares
|
$32.1 Million
0.01% of portfolio
|
Q1 2024
Added 18.66%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
1,342,440
shares
|
$32 Million
2.67% of portfolio
|
Q1 2024
Reduced 56.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,324,997
shares
|
$31.6 Million
0.05% of portfolio
|
Q1 2024
Added 5.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,289,397
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,158,267
shares
|
$27.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
1,146,549
shares
|
$27.3 Million
4.98% of portfolio
|
Q1 2024
Added 10.02%
|
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
1,083,665
shares
|
$25.8 Million
0.48% of portfolio
|
Q1 2024
Added 109.22%
|
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
1,001,495
shares
|
$23.9 Million
1.31% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
984,526
shares
|
$23.5 Million
0.04% of portfolio
|
Q1 2024
Added 14.71%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
971,616
shares
|
$23.1 Million
1.61% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
953,542
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
927,909
shares
|
$22.1 Million
2.57% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
896,473
shares
|
$21.4 Million
1.81% of portfolio
|
Q1 2024
Added 12.55%
|
|
|
Summitry LLC
Foster City, CA |
May 06, 2024 Q1 2024 |
888,820
shares
|
$21.2 Million
1.14% of portfolio
|
Q1 2024
Added 3.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
878,432
shares
|
$20.9 Million
2.25% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
848,208
shares
|
$20.2 Million
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
845,491
shares
|
$20.1 Million
0.28% of portfolio
|
Q1 2024
Reduced 4.05%
|
|