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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,816
shares
|
$202,062
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
8,772
shares
|
$201,054
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,763
shares
|
$200,847
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
8,097
shares
|
$185,583
0.07% of portfolio
|
Q2 2025
Added 586.77%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
7,759
shares
|
$177,836
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,133
shares
|
$163,488
0.0% of portfolio
|
Q2 2025
Added 5144.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
7,062
shares
|
$161,861
0.04% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,904
shares
|
$158,239
0.09% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,929
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,007
shares
|
$114,760
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,548
shares
|
$81,320
0.0% of portfolio
|
Q2 2025
Added 78.92%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,500
shares
|
$80,220
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,377
shares
|
$77,400
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,346
shares
|
$76,690
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,293
shares
|
$75,475
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,241
shares
|
$74,283
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,201
shares
|
$73,366
0.04% of portfolio
|
Q1 2025
Added 73.4%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Aug 13, 2025 Q2 2025 |
3,018
shares
|
$69,172
0.06% of portfolio
|
Q2 2025
Added 175.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,956
shares
|
$67,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,800
shares
|
$64,176
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$57,300
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,185
shares
|
$50,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,034
shares
|
$46,619
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,004
shares
|
$45,931
0.0% of portfolio
|
Q4 2023
Reduced 11.09%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,990
shares
|
$45,610
0.0% of portfolio
|
Q2 2025
Reduced 53.96%
|