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 298 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
102,247
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
101,026
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
100,762
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
98,676
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
98,370
shares
|
$2.25 Million
0.39% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
97,730
shares
|
$2.24 Million
0.61% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
91,181
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
90,746
shares
|
$2.08 Million
1.32% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
90,433
shares
|
$2.07 Million
0.41% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
88,250
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
85,359
shares
|
$1.96 Million
1.48% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
84,346
shares
|
$1.93 Million
0.72% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
83,796
shares
|
$1.92 Million
0.3% of portfolio
|
Q2 2025
Added 21.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
82,291
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
81,885
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
81,332
shares
|
$1.86 Million
0.84% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
79,505
shares
|
$1.82 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
77,739
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
73,042
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
68,965
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
68,621
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
67,172
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
67,021
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
66,734
shares
|
$1.53 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
65,507
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 13.5%
|