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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
300,831
shares
|
$7.14 Million
0.09% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
297,820
shares
|
$7.07 Million
3.03% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
288,466
shares
|
$6.85 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
286,360
shares
|
$6.8 Million
2.73% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
281,992
shares
|
$6.7 Million
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
278,785
shares
|
$6.62 Million
0.48% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
273,692
shares
|
$6.5 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
268,051
shares
|
$6.37 Million
0.76% of portfolio
|
Q3 2022
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
263,252
shares
|
$6.25 Million
5.75% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
258,444
shares
|
$6.14 Million
0.45% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
257,956
shares
|
$6.13 Million
0.2% of portfolio
|
Q1 2025
Reduced 53.44%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
252,444
shares
|
$6 Million
2.04% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
250,889
shares
|
$5.96 Million
0.04% of portfolio
|
Q1 2025
Added 127.17%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
250,658
shares
|
$5.95 Million
2.43% of portfolio
|
Q1 2025
Reduced 51.83%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
248,841
shares
|
$5.91 Million
1.89% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
246,555
shares
|
$5.86 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
246,407
shares
|
$5.85 Million
0.94% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
245,963
shares
|
$5.84 Million
0.25% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
236,411
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
235,860
shares
|
$5.6 Million
0.97% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
232,174
shares
|
$5.51 Million
1.37% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
231,451
shares
|
$5.5 Million
0.08% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
230,154
shares
|
$5.47 Million
2.24% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
226,142
shares
|
$5.37 Million
2.51% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
225,997
shares
|
$5.37 Million
0.01% of portfolio
|
Q1 2025
Added 8.43%
|