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 431 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
85,763
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
85,646
shares
|
$2.03 Million
0.35% of portfolio
|
Q1 2025
Added 76.19%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
85,630
shares
|
$2.03 Million
0.41% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
83,415
shares
|
$1.98 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
81,214
shares
|
$1.93 Million
1.48% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
79,470
shares
|
$1.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
78,772
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
78,189
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 55.66%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
77,630
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
76,920
shares
|
$1.83 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
76,763
shares
|
$1.82 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
74,331
shares
|
$1.77 Million
1.26% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
71,080
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
69,932
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 43.98%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
68,309
shares
|
$1.62 Million
0.15% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
67,355
shares
|
$1.6 Million
0.56% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
67,350
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2023
Reduced 26.51%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
66,893
shares
|
$1.59 Million
0.45% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
65,694
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2023
Added 226.36%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
64,146
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
64,046
shares
|
$1.52 Million
1.08% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
63,453
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Added 3.59%
|