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 378 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
129,388
shares
|
$3.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
128,618
shares
|
$3.05 Million
0.62% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
125,542
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
125,468
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
123,803
shares
|
$2.94 Million
1.39% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
123,544
shares
|
$2.93 Million
0.6% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
123,201
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
121,804
shares
|
$2.89 Million
0.22% of portfolio
|
Q3 2024
Added 341.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
114,128
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
113,397
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
112,602
shares
|
$2.67 Million
0.23% of portfolio
|
Q3 2024
Added 295.08%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
109,399
shares
|
$2.6 Million
0.14% of portfolio
|
Q3 2024
Added 62.17%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
105,273
shares
|
$2.5 Million
0.68% of portfolio
|
Q3 2024
Added 39.27%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
103,843
shares
|
$2.47 Million
2.21% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
103,526
shares
|
$2.46 Million
1.43% of portfolio
|
Q4 2022
Added 132.22%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
100,695
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
99,325
shares
|
$2.36 Million
0.8% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
97,702
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
95,934
shares
|
$2.28 Million
1.46% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
94,886
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
94,639
shares
|
$2.25 Million
0.37% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
93,819
shares
|
$2.23 Million
0.22% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
93,342
shares
|
$2.22 Million
1.51% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
89,833
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
89,821
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 4.02%
|