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 310 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,501
shares
|
$217,477
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
9,488
shares
|
$217,180
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,476
shares
|
$216,905
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
9,304
shares
|
$212,968
0.06% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,228
shares
|
$211,228
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,160
shares
|
$209,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,109
shares
|
$208,505
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,070
shares
|
$207,612
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
8,890
shares
|
$203,492
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
8,871
shares
|
$203,057
0.0% of portfolio
|
Q2 2025
Reduced 44.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,837
shares
|
$202,278
0.0% of portfolio
|
Q3 2025
Added 668.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,816
shares
|
$201,798
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,763
shares
|
$200,585
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
7,759
shares
|
$177,603
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,133
shares
|
$163,274
0.0% of portfolio
|
Q2 2025
Added 5144.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
7,062
shares
|
$161,649
0.04% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,904
shares
|
$158,032
0.09% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,742
0.01% of portfolio
|
Q4 2022
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%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,078
shares
|
$93,345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,876
shares
|
$88,721
0.03% of portfolio
|
Q3 2025
Reduced 52.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,548
shares
|
$81,213
0.0% of portfolio
|
Q2 2025
Added 78.92%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,500
shares
|
$80,115
0.01% 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 |
Oct 30, 2025 Q3 2025 |
3,346
shares
|
$76,589
0.05% of portfolio
|
Q1 2025
New holding
|