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 383 institutions that hold shares in the stock, with a total of 92.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
11,050
shares
|
$262,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
11,035
shares
|
$262,081
0.07% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,028
shares
|
$261,915
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
10,725
shares
|
$254,718
0.11% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
10,628
shares
|
$252,415
0.05% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
10,600
shares
|
$251,750
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,575
shares
|
$251,156
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
10,435
shares
|
$247,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
10,390
shares
|
$246,762
0.06% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,335
shares
|
$245,456
0.05% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$244,625
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,151
shares
|
$241,086
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,033
shares
|
$238,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
10,030
shares
|
$238,212
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$237,500
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,808
shares
|
$232,940
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
9,755
shares
|
$231,681
0.06% of portfolio
|
Q3 2023
Added 11.42%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,295
shares
|
$220,756
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,105
shares
|
$216,243
0.06% of portfolio
|
Q2 2024
Added 30.74%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,066
shares
|
$215,317
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,013
shares
|
$214,058
0.06% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
8,952
shares
|
$212,610
0.08% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,951
shares
|
$212,586
0.01% of portfolio
|
Q3 2024
Added 77.81%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$211,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$211,921
0.01% of portfolio
|
Q3 2024
New holding
|