Institutional Ownership Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,486,161
shares
|
$79.5 Million
1.38% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,458,223
shares
|
$78.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,277,922
shares
|
$51.9 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,098,512
shares
|
$47.8 Million
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,749,981
shares
|
$39.9 Million
0.01% of portfolio
|
Q3 2024
Added 38.39%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
1,651,658
shares
|
$37.7 Million
1.0% of portfolio
|
Q3 2024
Added 56.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,574,924
shares
|
$35.9 Million
0.03% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,507,057
shares
|
$34.4 Million
0.85% of portfolio
|
Q1 2024
Added 50.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,430,109
shares
|
$32.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,100,306
shares
|
$25.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.1 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
909,304
shares
|
$20.7 Million
0.27% of portfolio
|
Q3 2024
Added 47.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
690,017
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
617,272
shares
|
$14.1 Million
0.21% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
566,488
shares
|
$12.9 Million
1.42% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
555,420
shares
|
$12.7 Million
4.91% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
553,531
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 69.76%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
538,972
shares
|
$12.3 Million
1.52% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
499,953
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
494,880
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Added 24.48%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
489,282
shares
|
$11.2 Million
0.84% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
425,768
shares
|
$9.71 Million
0.55% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
406,954
shares
|
$9.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.76%
|