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 258 institutions that hold shares in the stock, with a total of 57 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
261,867
shares
|
$6 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
237,235
shares
|
$5.43 Million
0.04% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
225,306
shares
|
$5.16 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
224,549
shares
|
$5.14 Million
0.26% of portfolio
|
Q4 2024
Added 39.31%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
220,882
shares
|
$5.06 Million
0.33% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
217,893
shares
|
$4.99 Million
0.13% of portfolio
|
Q4 2024
Added 274.9%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.9 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
205,662
shares
|
$4.71 Million
0.01% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
191,098
shares
|
$4.38 Million
0.3% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
187,473
shares
|
$4.29 Million
1.23% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
179,525
shares
|
$4.11 Million
0.05% of portfolio
|
Q2 2024
Added 105.11%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
173,633
shares
|
$3.98 Million
0.42% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
171,626
shares
|
$3.93 Million
1.46% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
171,101
shares
|
$3.92 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
167,337
shares
|
$3.83 Million
0.11% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
163,694
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
146,920
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
144,431
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Added 52.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
143,242
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
140,103
shares
|
$3.21 Million
3.04% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
139,452
shares
|
$3.19 Million
0.22% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
137,845
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
137,359
shares
|
$3.15 Million
0.03% of portfolio
|
Q4 2024
Added 269.35%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
135,828
shares
|
$3.11 Million
0.11% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
130,639
shares
|
$2.99 Million
0.48% of portfolio
|
Q4 2024
Added 10.07%
|