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 372 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
503,278
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
469,451
shares
|
$11.1 Million
0.17% of portfolio
|
Q3 2024
Added 267.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
463,803
shares
|
$11 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
462,495
shares
|
$11 Million
0.06% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
461,366
shares
|
$11 Million
0.26% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
441,732
shares
|
$10.5 Million
1.88% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
418,606
shares
|
$9.94 Million
0.31% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
408,460
shares
|
$9.7 Million
0.11% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
399,834
shares
|
$9.5 Million
2.85% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
385,024
shares
|
$9.14 Million
1.84% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
370,540
shares
|
$8.8 Million
1.36% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
325,825
shares
|
$7.74 Million
0.71% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
322,700
shares
|
$7.66 Million
0.01% of portfolio
|
Q3 2024
Added 72.87%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
318,856
shares
|
$7.57 Million
4.4% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
317,327
shares
|
$7.54 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
306,422
shares
|
$7.28 Million
0.08% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
299,516
shares
|
$7.11 Million
1.25% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
299,453
shares
|
$7.11 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
292,879
shares
|
$6.96 Million
0.29% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
281,249
shares
|
$6.68 Million
0.47% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
268,051
shares
|
$6.37 Million
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
265,485
shares
|
$6.31 Million
2.56% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
263,815
shares
|
$6.27 Million
0.45% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
257,919
shares
|
$6.13 Million
0.38% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
256,718
shares
|
$6.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|