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 298 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,260,457
shares
|
$121 Million
0.56% of portfolio
|
Q4 2024
Reduced 98.59%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,805,089
shares
|
$87.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,643,624
shares
|
$83.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,889,591
shares
|
$66.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,336,393
shares
|
$53.6 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,780,749
shares
|
$40.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,778,324
shares
|
$40.8 Million
0.01% of portfolio
|
Q2 2025
Added 48.11%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,513,861
shares
|
$34.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
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%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,455,550
shares
|
$33.4 Million
1.62% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,420,533
shares
|
$32.6 Million
5.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,344,636
shares
|
$30.8 Million
0.33% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,205,892
shares
|
$27.6 Million
0.01% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,128,586
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
987,956
shares
|
$22.6 Million
0.47% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.2 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
835,276
shares
|
$19.1 Million
0.92% of portfolio
|
Q2 2025
Added 104.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
784,753
shares
|
$18 Million
0.01% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
780,842
shares
|
$17.9 Million
5.65% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
747,142
shares
|
$17.1 Million
0.29% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
734,491
shares
|
$16.8 Million
0.35% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
674,775
shares
|
$15.5 Million
0.13% of portfolio
|
Q2 2025
Added 89.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
672,561
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|