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 |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
318,186
shares
|
$7.29 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
310,291
shares
|
$7.11 Million
0.18% of portfolio
|
Q2 2025
Added 85.43%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
302,181
shares
|
$6.93 Million
0.02% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
300,277
shares
|
$6.88 Million
0.68% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
299,583
shares
|
$6.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
297,191
shares
|
$6.81 Million
0.16% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
278,439
shares
|
$6.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.88%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
267,196
shares
|
$6.12 Million
4.05% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
262,423
shares
|
$6.01 Million
1.64% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
242,524
shares
|
$5.56 Million
4.43% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
241,829
shares
|
$5.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
241,272
shares
|
$5.53 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
226,379
shares
|
$5.19 Million
0.34% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
224,028
shares
|
$5.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.9 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
211,555
shares
|
$4.85 Million
1.72% of portfolio
|
Q2 2025
Added 370.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
210,134
shares
|
$4.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
204,722
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
202,673
shares
|
$4.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
200,526
shares
|
$4.6 Million
0.1% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
196,416
shares
|
$4.5 Million
0.09% of portfolio
|
Q2 2025
Added 72.11%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
194,920
shares
|
$4.47 Million
3.19% of portfolio
|
Q2 2025
Added 50.6%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
192,246
shares
|
$4.41 Million
1.1% of portfolio
|
Q1 2025
Added 119.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
179,051
shares
|
$4.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
176,754
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Added 13.38%
|