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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
9,988
shares
|
$228,625
0.06% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
9,372
shares
|
$214,525
0.1% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
9,180
shares
|
$210,130
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
9,116
shares
|
$208,665
0.08% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
8,772
shares
|
$200,791
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
8,763
shares
|
$200,585
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7,610
shares
|
$174,192
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6,904
shares
|
$158,032
0.1% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,900
shares
|
$157,941
0.01% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6,536
shares
|
$149,609
0.04% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,742
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,200
shares
|
$141,918
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,007
shares
|
$114,610
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$114,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,722
shares
|
$108,086
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,322
shares
|
$98,930
0.0% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,200
shares
|
$96,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,500
shares
|
$80,115
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,377
shares
|
$77,299
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
3,346
shares
|
$76,589
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,293
shares
|
$75,376
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,237
shares
|
$74,094
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,201
shares
|
$73,270
0.05% of portfolio
|
Q1 2025
Added 73.4%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,956
shares
|
$67,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
2,800
shares
|
$64,092
0.06% of portfolio
|
Q4 2024
New holding
|