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 |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,440
shares
|
$319,200
0.02% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
13,248
shares
|
$314,640
0.11% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
13,174
shares
|
$312,882
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
12,810
shares
|
$304,237
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
12,764
shares
|
$303,145
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
12,719
shares
|
$302,076
0.23% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
12,706
shares
|
$301,767
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,535
shares
|
$297,706
0.01% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
12,500
shares
|
$296,875
0.02% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
12,300
shares
|
$292,125
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,865
shares
|
$281,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
11,779
shares
|
$279,751
0.03% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
11,761
shares
|
$279,323
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
11,686
shares
|
$277,542
0.07% of portfolio
|
Q1 2025
Reduced 48.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,659
shares
|
$276,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
11,600
shares
|
$275,500
0.23% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
11,550
shares
|
$274,312
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,545
shares
|
$274,193
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
11,323
shares
|
$268,921
0.01% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,970
shares
|
$260,537
0.02% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,575
shares
|
$251,156
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,574
shares
|
$251,132
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
10,467
shares
|
$248,591
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
10,397
shares
|
$246,928
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
10,333
shares
|
$245,408
0.01% of portfolio
|
Q1 2025
New holding
|