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 |
|---|---|---|---|---|---|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
47,708
shares
|
$1.13 Million
0.83% of portfolio
|
Q1 2025
Added 99.25%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
47,258
shares
|
$1.12 Million
0.57% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
47,205
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
46,959
shares
|
$1.12 Million
1.14% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
46,825
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 65.17%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
45,424
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
45,270
shares
|
$1.08 Million
0.18% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
44,162
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
44,032
shares
|
$1.05 Million
0.54% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
41,451
shares
|
$984,461
0.03% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
40,901
shares
|
$971,398
0.54% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
40,063
shares
|
$951,496
0.36% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
39,022
shares
|
$926,772
0.16% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
37,360
shares
|
$887,300
0.06% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
37,282
shares
|
$885,447
0.18% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
36,571
shares
|
$868,561
0.18% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
34,790
shares
|
$826,262
0.24% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
34,556
shares
|
$820,705
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
34,526
shares
|
$819,992
0.15% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
34,200
shares
|
$812,250
0.01% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
33,657
shares
|
$799,353
0.0% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
32,411
shares
|
$769,761
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
32,402
shares
|
$769,547
0.07% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
32,364
shares
|
$768,645
0.48% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
31,825
shares
|
$755,843
0.01% of portfolio
|
Q1 2025
Added 4160.37%
|