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 228 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
87,360
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,386
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 86.48%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
81,433
shares
|
$1.86 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
81,298
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
79,401
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
77,530
shares
|
$1.77 Million
1.2% of portfolio
|
Q3 2024
Added 44.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
77,455
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
77,257
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 46.33%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
77,154
shares
|
$1.76 Million
1.36% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,795
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2024
Added 92.84%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
75,607
shares
|
$1.73 Million
1.47% of portfolio
|
Q3 2024
Added 412.94%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
74,778
shares
|
$1.71 Million
0.53% of portfolio
|
Q3 2024
Added 119.46%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
72,653
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
71,337
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
68,893
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
68,555
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
64,324
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
60,114
shares
|
$1.37 Million
0.69% of portfolio
|
Q4 2024
Added 63.46%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
59,695
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
59,443
shares
|
$1.36 Million
0.28% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
57,076
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
55,981
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
53,726
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,490
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
52,610
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.28%
|