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 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 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
|
Aug 14, 2025 Q2 2025 |
5,260,457
shares
|
$120 Million
0.56% of portfolio
|
Q4 2024
Reduced 98.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,805,089
shares
|
$87.1 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
|
$83.4 Million
0.01% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
2,889,591
shares
|
$66.1 Million
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
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 |
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
|
$40.7 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%
|
|
|
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%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,455,550
shares
|
$33.3 Million
1.62% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
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%
|
|
|
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%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
835,276
shares
|
$19.1 Million
0.92% of portfolio
|
Q2 2025
Added 104.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
793,149
shares
|
$18.2 Million
0.36% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
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
|
Oct 30, 2025 Q3 2025 |
780,983
shares
|
$17.9 Million
5.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
693,415
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
674,775
shares
|
$15.4 Million
0.13% of portfolio
|
Q2 2025
Added 89.25%
|