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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
180,750
shares
|
$4.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
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
|
Oct 29, 2025 Q3 2025 |
178,851
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
176,257
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
174,584
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
173,485
shares
|
$3.97 Million
3.86% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
168,532
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2025
Added 503.49%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
166,306
shares
|
$3.81 Million
0.65% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
164,988
shares
|
$3.78 Million
0.15% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
164,455
shares
|
$3.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
156,529
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
149,508
shares
|
$3.42 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
142,224
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
142,166
shares
|
$3.25 Million
0.09% of portfolio
|
Q2 2025
Added 2193.0%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
140,504
shares
|
$3.22 Million
1.1% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
135,573
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
135,115
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
134,975
shares
|
$3.09 Million
0.02% of portfolio
|
Q2 2025
Added 40.61%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
134,486
shares
|
$3.08 Million
2.25% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
125,821
shares
|
$2.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
124,706
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
123,455
shares
|
$2.83 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
118,578
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
110,972
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
Added 12.46%
|