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 311 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
672,561
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
667,853
shares
|
$15.3 Million
0.98% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
651,224
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Added 41.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
640,463
shares
|
$14.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
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.
|
Aug 08, 2025 Q2 2025 |
590,467
shares
|
$13.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
556,032
shares
|
$12.7 Million
4.87% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
507,700
shares
|
$11.6 Million
0.64% of portfolio
|
Q2 2025
Added 853.75%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
498,827
shares
|
$11.4 Million
2.61% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
482,832
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
482,462
shares
|
$11 Million
8.66% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
477,386
shares
|
$10.9 Million
0.26% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
472,307
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
443,443
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
442,901
shares
|
$10.1 Million
0.97% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
435,922
shares
|
$9.98 Million
0.5% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
435,120
shares
|
$9.96 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
413,920
shares
|
$9.47 Million
0.22% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
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%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
391,408
shares
|
$8.96 Million
3.08% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
372,840
shares
|
$8.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
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%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
367,389
shares
|
$8.41 Million
0.02% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
366,533
shares
|
$8.39 Million
2.65% of portfolio
|
Q3 2025
Added 73.26%
|