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 279 institutions that hold shares in the stock, with a total of 64.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,713,829
shares
|
$108 Million
1.93% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,581,588
shares
|
$105 Million
0.58% of portfolio
|
Q1 2025
Added 6077.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,936,318
shares
|
$90.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,245,245
shares
|
$74.3 Million
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,759,339
shares
|
$63.2 Million
0.01% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,350,987
shares
|
$53.8 Million
1.09% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,850,602
shares
|
$42.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,579,051
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
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 |
Apr 14, 2025 Q1 2025 |
1,408,404
shares
|
$32.2 Million
5.35% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,399,418
shares
|
$32 Million
1.76% of portfolio
|
Q1 2025
Added 65.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,248,141
shares
|
$28.6 Million
0.36% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,200,638
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,084,389
shares
|
$24.8 Million
0.01% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
970,857
shares
|
$22.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.2 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
878,362
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
747,310
shares
|
$17.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
712,227
shares
|
$16.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
697,004
shares
|
$16 Million
0.25% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
678,753
shares
|
$15.5 Million
5.65% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
673,027
shares
|
$15.4 Million
0.35% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
670,114
shares
|
$15.3 Million
0.29% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
659,607
shares
|
$15.1 Million
0.4% of portfolio
|
Q1 2025
Reduced 16.38%
|