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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
159,905
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
157,954
shares
|
$3.75 Million
0.81% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
155,676
shares
|
$3.7 Million
0.39% of portfolio
|
Q1 2025
Added 43.47%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
155,301
shares
|
$3.69 Million
1.64% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
153,892
shares
|
$3.65 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
153,756
shares
|
$3.65 Million
0.32% of portfolio
|
Q4 2024
Added 36.55%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
152,663
shares
|
$3.63 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
152,227
shares
|
$3.62 Million
0.87% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
151,899
shares
|
$3.61 Million
2.05% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
151,460
shares
|
$3.6 Million
0.72% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
150,798
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Added 75.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
146,634
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
146,155
shares
|
$3.47 Million
0.06% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
145,448
shares
|
$3.45 Million
0.97% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
144,080
shares
|
$3.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
143,608
shares
|
$3.41 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
142,748
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
142,334
shares
|
$3.38 Million
0.5% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
140,641
shares
|
$3.34 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
139,487
shares
|
$3.31 Million
0.05% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
138,903
shares
|
$3.3 Million
0.88% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
134,001
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
133,462
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Added 72.51%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
128,319
shares
|
$3.05 Million
2.82% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
128,318
shares
|
$3.05 Million
1.45% of portfolio
|
Q1 2025
Added 1.55%
|