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 279 institutions that hold shares in the stock, with a total of 64.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
59,142
shares
|
$1.35 Million
0.6% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
57,860
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
57,716
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
57,503
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.08%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
55,785
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
55,316
shares
|
$1.27 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
54,755
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
53,232
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
49,748
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
49,325
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
48,758
shares
|
$1.12 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
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 |
Apr 10, 2025 Q1 2025 |
46,599
shares
|
$1.07 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
45,880
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
45,647
shares
|
$1.04 Million
0.73% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
45,547
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
Added 26.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
45,178
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
45,015
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
45,000
shares
|
$1.03 Million
0.41% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
42,619
shares
|
$975,548
0.42% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
41,938
shares
|
$959,960
0.75% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
40,180
shares
|
$919,720
0.03% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
37,293
shares
|
$853,636
0.11% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
35,515
shares
|
$812,938
0.21% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
34,422
shares
|
$787,919
0.42% of portfolio
|
Q1 2025
Reduced 4.56%
|