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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
62,144
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
61,250
shares
|
$1.45 Million
0.27% of portfolio
|
Q1 2025
Added 127.22%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
60,778
shares
|
$1.44 Million
0.17% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
59,485
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
59,000
shares
|
$1.4 Million
0.51% of portfolio
|
Q4 2024
Added 90.32%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
58,774
shares
|
$1.4 Million
0.22% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
58,563
shares
|
$1.39 Million
0.36% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
57,492
shares
|
$1.37 Million
1.07% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
57,391
shares
|
$1.36 Million
0.46% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
57,375
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 51.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
55,059
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
55,000
shares
|
$1.31 Million
0.87% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
54,611
shares
|
$1.3 Million
1.41% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
53,204
shares
|
$1.26 Million
0.36% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
53,038
shares
|
$1.26 Million
0.97% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
52,740
shares
|
$1.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
52,676
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
52,156
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
52,110
shares
|
$1.24 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
51,871
shares
|
$1.23 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
51,784
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Reduced 86.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
51,582
shares
|
$1.23 Million
0.3% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
51,171
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
49,448
shares
|
$1.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
48,445
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|