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 218 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $941 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
398,765
shares
|
$9.1 Million
4.32% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
396,074
shares
|
$9.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
364,815
shares
|
$8.32 Million
0.02% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
343,020
shares
|
$7.82 Million
0.02% of portfolio
|
Q3 2024
Added 104.82%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
338,008
shares
|
$7.71 Million
0.18% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.69 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
303,356
shares
|
$6.92 Million
0.17% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
302,436
shares
|
$6.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
292,333
shares
|
$6.67 Million
0.21% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
283,856
shares
|
$6.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
237,461
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
216,510
shares
|
$4.94 Million
2.78% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.88 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
196,618
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
194,810
shares
|
$4.44 Million
0.3% of portfolio
|
Q3 2024
Added 48.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
188,587
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
179,525
shares
|
$4.09 Million
0.05% of portfolio
|
Q2 2024
Added 105.11%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
178,993
shares
|
$4.08 Million
1.15% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
176,909
shares
|
$4.04 Million
1.32% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
164,126
shares
|
$3.74 Million
0.26% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
161,184
shares
|
$3.68 Million
0.19% of portfolio
|
Q3 2024
Added 51.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
159,335
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
152,392
shares
|
$3.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
151,643
shares
|
$3.46 Million
0.36% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
140,364
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Added 22.57%
|