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 193 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $856 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,410,339
shares
|
$78.3 Million
0.01% of portfolio
|
Q1 2024
Added 14.74%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
3,314,728
shares
|
$76.1 Million
1.37% of portfolio
|
Q2 2024
Added 14.55%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
2,291,073
shares
|
$52.6 Million
1.19% of portfolio
|
Q2 2024
Added 4.03%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,834,564
shares
|
$42.1 Million
0.0% of portfolio
|
Q2 2024
Added 14.71%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,507,574
shares
|
$34.6 Million
0.25% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,507,057
shares
|
$34.6 Million
0.85% of portfolio
|
Q1 2024
Added 50.36%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,264,522
shares
|
$29 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,121,743
shares
|
$25.8 Million
0.03% of portfolio
|
Q2 2024
Added 192.56%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
1,058,735
shares
|
$24.3 Million
0.67% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
948,005
shares
|
$21.8 Million
0.01% of portfolio
|
Q2 2024
Added 8.18%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
864,059
shares
|
$19.8 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
634,479
shares
|
$14.6 Million
6.34% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
617,350
shares
|
$14.2 Million
0.2% of portfolio
|
Q2 2024
Added 24.22%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
600,270
shares
|
$13.8 Million
0.22% of portfolio
|
Q2 2024
Added 5.45%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
574,600
shares
|
$13.2 Million
0.01% of portfolio
|
Q2 2024
Added 1.81%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
561,562
shares
|
$12.9 Million
1.45% of portfolio
|
Q2 2024
Added 1.18%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
555,420
shares
|
$12.8 Million
5.06% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
554,689
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2024
Added 7.9%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
525,682
shares
|
$12.1 Million
1.54% of portfolio
|
Q2 2024
Added 1.88%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
483,710
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
464,928
shares
|
$10.7 Million
0.82% of portfolio
|
Q2 2024
Added 1.9%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
441,175
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2024
Added 6.26%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
416,845
shares
|
$9.57 Million
0.56% of portfolio
|
Q2 2024
Added 2.46%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
406,060
shares
|
$9.32 Million
0.01% of portfolio
|
Q2 2024
Added 454.25%
|