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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
127,251
shares
|
$3.02 Million
0.57% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
123,425
shares
|
$2.93 Million
0.1% of portfolio
|
Q1 2025
Added 20.76%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
119,947
shares
|
$2.85 Million
0.75% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
119,525
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.91%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
113,187
shares
|
$2.69 Million
0.45% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
111,983
shares
|
$2.66 Million
0.75% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
111,979
shares
|
$2.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
109,017
shares
|
$2.59 Million
1.63% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
107,623
shares
|
$2.56 Million
2.27% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
107,557
shares
|
$2.55 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
106,289
shares
|
$2.52 Million
0.05% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
106,288
shares
|
$2.52 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
105,866
shares
|
$2.51 Million
0.67% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
105,839
shares
|
$2.51 Million
0.9% of portfolio
|
Q1 2025
Added 44.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
103,737
shares
|
$2.46 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
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%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
101,844
shares
|
$2.42 Million
1.79% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
98,680
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
93,933
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
91,613
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
91,289
shares
|
$2.17 Million
0.04% of portfolio
|
Q1 2025
Added 83.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
91,250
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
89,833
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
86,505
shares
|
$2.05 Million
1.07% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
86,491
shares
|
$2.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 11.17%
|