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 258 institutions that hold shares in the stock, with a total of 57 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,012,156
shares
|
$92 Million
1.58% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,596,267
shares
|
$82.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
3,425,586
shares
|
$78.5 Million
0.52% of portfolio
|
Q4 2024
Added 6411.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,704,301
shares
|
$62 Million
0.01% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,328,673
shares
|
$53.4 Million
1.1% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,200,142
shares
|
$50.4 Million
0.01% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,018,258
shares
|
$46.3 Million
0.29% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
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%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
1,386,484
shares
|
$31.8 Million
5.52% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,241,811
shares
|
$28.5 Million
0.35% of portfolio
|
Q4 2024
Added 36.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,172,256
shares
|
$26.9 Million
0.01% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,110,250
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
982,328
shares
|
$22.5 Million
0.53% of portfolio
|
Q4 2024
Added 6258.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.2 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
905,971
shares
|
$20.8 Million
0.01% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
845,358
shares
|
$19.4 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
788,846
shares
|
$18.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
731,659
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
671,906
shares
|
$15.4 Million
0.22% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
661,751
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
615,501
shares
|
$14.1 Million
5.49% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
596,544
shares
|
$13.7 Million
0.99% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
578,334
shares
|
$13.3 Million
1.53% of portfolio
|
Q4 2024
Added 7.3%
|