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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
110,055
shares
|
$2.52 Million
0.3% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
103,300
shares
|
$2.36 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
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
|
$2.31 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%
|
|
|
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%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
97,783
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
93,706
shares
|
$2.14 Million
0.74% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
91,733
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
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%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
90,200
shares
|
$2.06 Million
0.52% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
89,440
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
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 |
Oct 27, 2025 Q3 2025 |
87,148
shares
|
$1.99 Million
1.24% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
84,896
shares
|
$1.94 Million
0.29% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
80,308
shares
|
$1.84 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
79,276
shares
|
$1.81 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
77,739
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
75,925
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
73,042
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
70,165
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
69,243
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2025
Added 41.33%
|
|
|
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%
|