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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
648,520
shares
|
$14.8 Million
1.07% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
598,546
shares
|
$13.7 Million
1.54% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
533,576
shares
|
$12.2 Million
5.41% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
484,001
shares
|
$11.1 Million
2.95% of portfolio
|
Q1 2025
Added 839.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
482,608
shares
|
$11 Million
0.61% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
478,983
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
476,084
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
471,133
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
458,879
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
408,173
shares
|
$9.34 Million
0.49% of portfolio
|
Q1 2025
Added 354.72%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
402,161
shares
|
$9.21 Million
2.31% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
397,114
shares
|
$9.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
392,562
shares
|
$8.99 Million
6.2% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
382,780
shares
|
$8.76 Million
0.02% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
378,782
shares
|
$8.67 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
374,243
shares
|
$8.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
372,303
shares
|
$8.52 Million
0.05% of portfolio
|
Q4 2024
Added 220.8%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
368,024
shares
|
$8.42 Million
0.29% of portfolio
|
Q1 2025
Added 2267.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
356,552
shares
|
$8.16 Million
0.07% of portfolio
|
Q1 2025
Added 159.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.71 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
312,998
shares
|
$7.16 Million
4.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
309,764
shares
|
$7.09 Million
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
300,243
shares
|
$6.87 Million
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
297,349
shares
|
$6.81 Million
0.72% of portfolio
|
Q1 2025
Added 71.25%
|