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 339 institutions that hold shares in the stock, with a total of 78.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
789,914
shares
|
$18.8 Million
0.34% of portfolio
|
Q1 2024
Added 12.73%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
774,965
shares
|
$18.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 52.23%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
759,792
shares
|
$18 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
736,759
shares
|
$17.5 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
714,852
shares
|
$17 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
689,184
shares
|
$16.4 Million
0.79% of portfolio
|
Q1 2024
Added 28.12%
|
|
Keeler T Homas Management LLC
|
May 07, 2024 Q1 2024 |
682,894
shares
|
$16.2 Million
5.69% of portfolio
|
Q1 2024
Added 8.67%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
665,451
shares
|
$15.8 Million
0.37% of portfolio
|
Q1 2024
Added 9.99%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
646,450
shares
|
$15.4 Million
0.09% of portfolio
|
Q1 2024
Added 21.3%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
639,548
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2024
Added 8.02%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
621,037
shares
|
$14.7 Million
0.02% of portfolio
|
Q1 2024
Added 15.47%
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2024 Q1 2024 |
603,385
shares
|
$14.3 Million
1.71% of portfolio
|
Q1 2024
Added 4.55%
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
574,183
shares
|
$13.6 Million
1.69% of portfolio
|
Q1 2024
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
569,770
shares
|
$13.5 Million
1.58% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
Buffington Mohr Mc Neal
|
Apr 18, 2024 Q1 2024 |
569,706
shares
|
$13.5 Million
2.47% of portfolio
|
Q1 2024
Added 4.77%
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
538,657
shares
|
$12.8 Million
1.29% of portfolio
|
Q1 2024
Added 3.01%
|
|
Howland Capital Management LLC
|
May 03, 2024 Q1 2024 |
528,611
shares
|
$12.6 Million
0.61% of portfolio
|
Q1 2024
Added 26.69%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
501,161
shares
|
$11.9 Million
0.06% of portfolio
|
Q1 2024
Added 22.03%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
487,070
shares
|
$11.6 Million
0.74% of portfolio
|
Q1 2024
Added 1.86%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
481,440
shares
|
$11.4 Million
0.36% of portfolio
|
Q1 2024
Added 36.4%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
453,466
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2024
Added 76.51%
|
|
Glenview Trust CO
Louisville, KY |
May 14, 2024 Q1 2024 |
443,227
shares
|
$10.5 Million
0.23% of portfolio
|
Q1 2024
Added 32.06%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
440,988
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2024
Added 5.09%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
430,090
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2024
Added 44.95%
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
416,352
shares
|
$9.89 Million
3.99% of portfolio
|
Q1 2024
Added 26.97%
|