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 311 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
354,835
shares
|
$8.12 Million
3.83% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
350,888
shares
|
$8.03 Million
0.99% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
340,662
shares
|
$7.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.71 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
328,967
shares
|
$7.53 Million
0.02% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
323,767
shares
|
$7.41 Million
0.65% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
299,583
shares
|
$6.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
297,191
shares
|
$6.8 Million
0.16% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
293,258
shares
|
$6.71 Million
1.71% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
278,439
shares
|
$6.37 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%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
248,828
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 1290.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
247,495
shares
|
$5.67 Million
4.34% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
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
|
$5.52 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
238,147
shares
|
$5.45 Million
3.78% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
231,842
shares
|
$5.31 Million
0.23% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
226,379
shares
|
$5.18 Million
0.34% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
217,747
shares
|
$4.98 Million
0.09% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.89 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
212,852
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
210,134
shares
|
$4.81 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%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
204,324
shares
|
$4.68 Million
0.28% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
193,109
shares
|
$4.42 Million
0.15% of portfolio
|
Q3 2025
New holding
|