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 286 institutions that hold shares in the stock, with a total of 66.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,027
shares
|
$252,297
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
10,853
shares
|
$248,316
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,558
shares
|
$241,567
0.01% of portfolio
|
Q1 2025
Reduced 91.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,100
shares
|
$231,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,063
shares
|
$230,241
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,988
shares
|
$228,525
0.06% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
9,778
shares
|
$223,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
9,372
shares
|
$214,431
0.1% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
9,180
shares
|
$210,038
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
9,116
shares
|
$208,574
0.08% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
9,109
shares
|
$208,413
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,070
shares
|
$207,521
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
8,772
shares
|
$200,703
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,763
shares
|
$200,497
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
8,097
shares
|
$185,259
0.07% of portfolio
|
Q2 2025
Added 586.77%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7,610
shares
|
$174,116
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6,904
shares
|
$157,963
0.1% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,900
shares
|
$157,872
0.01% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6,536
shares
|
$149,543
0.04% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,679
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,200
shares
|
$141,856
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,007
shares
|
$114,560
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$114,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$80,080
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,377
shares
|
$77,265
0.02% of portfolio
|
Q1 2023
New holding
|