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 311 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,513,732
shares
|
$126 Million
1.87% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,993,207
shares
|
$114 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,895,823
shares
|
$89.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,570,781
shares
|
$81.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
3,095,899
shares
|
$70.9 Million
1.6% of portfolio
|
Q3 2025
Added 2375.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,396,398
shares
|
$54.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,375,050
shares
|
$54.4 Million
0.94% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,904,405
shares
|
$43.6 Million
0.21% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,622,030
shares
|
$37.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,507,057
shares
|
$34.5 Million
0.85% of portfolio
|
Q1 2024
Added 50.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,503,187
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,498,921
shares
|
$34.3 Million
0.01% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,486,879
shares
|
$34 Million
5.02% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,482,998
shares
|
$34 Million
1.72% of portfolio
|
Q3 2025
Added 192.1%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,478,184
shares
|
$33.9 Million
1.55% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,419,927
shares
|
$32.5 Million
0.32% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,331,030
shares
|
$30.5 Million
0.23% of portfolio
|
Q3 2025
Added 97.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,257,685
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Added 93.13%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,039,566
shares
|
$23.8 Million
1.07% of portfolio
|
Q3 2025
Added 24.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,020,998
shares
|
$23.4 Million
0.37% of portfolio
|
Q3 2025
Added 36.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,005,894
shares
|
$23 Million
0.44% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
998,650
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.2 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
823,662
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
809,444
shares
|
$18.5 Million
0.77% of portfolio
|
Q3 2025
Added 21.2%
|
|