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 265 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
135,828
shares
|
$3.11 Million
0.11% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
129,470
shares
|
$2.96 Million
0.58% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
127,367
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
126,105
shares
|
$2.89 Million
0.14% of portfolio
|
Q4 2024
Added 1681.4%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
125,839
shares
|
$2.88 Million
0.89% of portfolio
|
Q4 2024
Added 68.28%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
125,821
shares
|
$2.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
125,262
shares
|
$2.87 Million
2.18% of portfolio
|
Q4 2024
Added 62.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
123,518
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
119,458
shares
|
$2.74 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
116,972
shares
|
$2.68 Million
0.04% of portfolio
|
Q4 2024
Added 92.99%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
114,118
shares
|
$2.61 Million
0.75% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
112,554
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
111,775
shares
|
$2.56 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
106,013
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
103,412
shares
|
$2.37 Million
1.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
97,176
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
95,938
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
94,204
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 241.37%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
93,614
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
93,002
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
91,933
shares
|
$2.11 Million
0.27% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
91,381
shares
|
$2.09 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
89,764
shares
|
$2.06 Million
0.1% of portfolio
|
Q4 2024
Added 897.38%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
87,899
shares
|
$2.01 Million
0.63% of portfolio
|
Q4 2024
Added 7556.71%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
87,847
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2024
Added 88.43%
|