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 310 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
66,863
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
66,511
shares
|
$1.52 Million
0.8% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
66,425
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 82.95%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
65,467
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
64,265
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
63,948
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
63,280
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
62,388
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 31094.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
62,075
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
61,999
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
57,909
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
57,728
shares
|
$1.32 Million
0.6% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
57,110
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
56,664
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
55,070
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
53,680
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 33.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
52,910
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 86.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
50,853
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
48,542
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
47,667
shares
|
$1.09 Million
0.62% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
47,532
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
47,471
shares
|
$1.09 Million
0.74% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
47,289
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 67.25%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
46,285
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
46,186
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 81.33%
|