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 430 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $2.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,961,930
shares
|
$213 Million
0.02% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,833,527
shares
|
$115 Million
1.06% of portfolio
|
Q1 2025
Reduced 95.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,180,253
shares
|
$99.3 Million
0.01% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
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%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,755,309
shares
|
$65.4 Million
0.27% of portfolio
|
Q1 2025
Added 42.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,622,627
shares
|
$62.3 Million
0.03% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,573,674
shares
|
$61.1 Million
0.14% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,394,660
shares
|
$56.9 Million
0.02% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,377,526
shares
|
$56.5 Million
1.15% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,322,476
shares
|
$55.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,136,606
shares
|
$50.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,477,727
shares
|
$35.1 Million
0.01% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,409,703
shares
|
$33.5 Million
2.78% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,334,759
shares
|
$31.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,297,632
shares
|
$30.8 Million
5.16% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,194,473
shares
|
$28.4 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,171,737
shares
|
$27.8 Million
0.07% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
1,108,718
shares
|
$26.3 Million
2.43% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,098,415
shares
|
$26.1 Million
1.62% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,085,993
shares
|
$25.8 Million
2.32% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,070,732
shares
|
$25.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,046,632
shares
|
$24.9 Million
0.04% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
1,040,808
shares
|
$24.7 Million
26.26% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
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%
|