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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,034,008
shares
|
$24.6 Million
0.04% of portfolio
|
Q1 2025
Added 78.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
1,029,630
shares
|
$24.5 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,021,682
shares
|
$24.3 Million
2.49% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
946,193
shares
|
$22.5 Million
0.36% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
881,521
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
848,208
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2022
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
828,755
shares
|
$19.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
811,145
shares
|
$19.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 50.53%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
798,829
shares
|
$19 Million
0.38% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
753,807
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
713,190
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
689,450
shares
|
$16.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
679,379
shares
|
$16.1 Million
2.82% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
671,799
shares
|
$16 Million
1.33% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
654,981
shares
|
$15.6 Million
1.75% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
632,666
shares
|
$15 Million
0.3% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
632,647
shares
|
$15 Million
0.83% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
619,695
shares
|
$14.7 Million
0.06% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
616,532
shares
|
$14.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
607,240
shares
|
$14.4 Million
0.21% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
603,068
shares
|
$14.3 Million
0.07% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
580,936
shares
|
$13.8 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
571,694
shares
|
$13.6 Million
2.69% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,612
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
554,970
shares
|
$13.2 Million
0.33% of portfolio
|
Q1 2025
Added 5.13%
|