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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
10,088
shares
|
$239,590
0.11% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
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
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
10,010
shares
|
$237,737
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
10,000
shares
|
$237,500
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
9,945
shares
|
$236,193
0.22% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
9,755
shares
|
$231,681
0.06% of portfolio
|
Q3 2023
Added 11.42%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,688
shares
|
$230,090
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
9,399
shares
|
$223,226
0.05% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,303
shares
|
$220,946
0.08% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
9,246
shares
|
$219,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
9,135
shares
|
$216,956
0.06% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
9,112
shares
|
$216,410
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
8,952
shares
|
$212,610
0.08% of portfolio
|
Q3 2023
Reduced 7.65%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
8,752
shares
|
$207,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,728
shares
|
$207,290
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,590
shares
|
$204,012
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
8,521
shares
|
$202,373
0.04% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
8,406
shares
|
$199,642
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
8,325
shares
|
$197,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,310
shares
|
$197,362
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
8,295
shares
|
$197,006
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
7,993
shares
|
$189,833
0.0% of portfolio
|
Q1 2025
Reduced 67.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,800
shares
|
$185,250
0.01% of portfolio
|
Q2 2023
Reduced 15.68%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,534
shares
|
$178,932
0.01% of portfolio
|
Q1 2025
Reduced 65.09%
|