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 279 institutions that hold shares in the stock, with a total of 64.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
281,727
shares
|
$6.45 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
281,115
shares
|
$6.43 Million
0.39% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
278,858
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
275,395
shares
|
$6.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
260,768
shares
|
$5.97 Million
3.83% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
260,511
shares
|
$5.96 Million
0.02% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
255,570
shares
|
$5.85 Million
5.11% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
253,492
shares
|
$5.8 Million
0.05% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
252,708
shares
|
$5.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
242,106
shares
|
$5.54 Million
0.28% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
230,311
shares
|
$5.27 Million
0.34% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
218,626
shares
|
$5 Million
1.61% of portfolio
|
Q1 2025
Added 73.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.89 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
200,888
shares
|
$4.6 Million
0.33% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
193,258
shares
|
$4.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
192,246
shares
|
$4.4 Million
1.1% of portfolio
|
Q1 2025
Added 119.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
191,491
shares
|
$4.38 Million
0.06% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
182,281
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
177,369
shares
|
$4.06 Million
3.74% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
167,496
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
167,337
shares
|
$3.83 Million
0.11% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
166,177
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
164,455
shares
|
$3.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
155,899
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
153,312
shares
|
$3.51 Million
0.7% of portfolio
|
Q1 2025
Added 18.42%
|