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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
24,273
shares
|
$576,483
0.02% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
23,470
shares
|
$557,412
0.24% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
23,129
shares
|
$549,313
0.09% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
22,985
shares
|
$545,893
0.16% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
22,816
shares
|
$541,880
0.25% of portfolio
|
Q1 2025
Added 27.85%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
22,770
shares
|
$540,787
0.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
22,754
shares
|
$540,407
0.04% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
22,612
shares
|
$537,035
0.03% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
22,349
shares
|
$530,788
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
22,348
shares
|
$530,765
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
22,309
shares
|
$529,838
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
22,176
shares
|
$526,680
0.14% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
22,097
shares
|
$524,803
0.11% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
21,420
shares
|
$508,725
0.06% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
21,353
shares
|
$507,133
0.27% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
21,344
shares
|
$506,920
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
20,755
shares
|
$492,931
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
20,723
shares
|
$492,171
0.16% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20,700
shares
|
$491,625
0.14% of portfolio
|
Q2 2018
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,076
shares
|
$476,805
0.01% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,905
shares
|
$472,743
0.01% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
19,609
shares
|
$465,713
0.13% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
19,552
shares
|
$464,360
0.07% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
19,330
shares
|
$459,087
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
19,064
shares
|
$452,770
0.05% of portfolio
|
Q4 2024
New holding
|