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 |
|---|---|---|---|---|---|
|
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 |
Jul 16, 2025 Q2 2025 |
550,370
shares
|
$12.6 Million
5.09% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
507,700
shares
|
$11.6 Million
0.64% of portfolio
|
Q2 2025
Added 853.75%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
497,407
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
493,150
shares
|
$11.3 Million
2.81% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
490,666
shares
|
$11.2 Million
0.8% of portfolio
|
Q2 2025
Added 113.04%
|
|
|
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%
|
|
|
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%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
435,120
shares
|
$9.97 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
424,481
shares
|
$9.73 Million
0.28% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
406,623
shares
|
$9.32 Million
2.21% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
392,562
shares
|
$9 Million
6.2% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
389,673
shares
|
$8.93 Million
0.87% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
372,840
shares
|
$8.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
372,303
shares
|
$8.53 Million
0.05% of portfolio
|
Q4 2024
Added 220.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
367,389
shares
|
$8.42 Million
0.02% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
349,880
shares
|
$8.02 Million
0.44% of portfolio
|
Q2 2025
Added 24.46%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
346,169
shares
|
$7.93 Million
0.79% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
340,662
shares
|
$7.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
329,329
shares
|
$7.55 Million
3.77% of portfolio
|
Q2 2025
Added 5.22%
|