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 260 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
46,834
shares
|
$1.07 Million
0.82% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
46,748
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
46,458
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
46,310
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
45,880
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
45,439
shares
|
$1.04 Million
0.17% of portfolio
|
Q4 2024
Added 133.8%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
43,805
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
43,713
shares
|
$1 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
41,665
shares
|
$954,961
0.82% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,510
shares
|
$951,409
0.01% of portfolio
|
Q4 2024
Added 51.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
41,425
shares
|
$949,461
0.03% of portfolio
|
Q4 2024
Added 28.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
41,021
shares
|
$940,201
0.02% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
40,777
shares
|
$934,608
0.2% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
40,637
shares
|
$931,400
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
37,961
shares
|
$870,066
0.37% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
37,900
shares
|
$868,668
0.35% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
37,029
shares
|
$848,704
0.01% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
36,282
shares
|
$831,583
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
36,067
shares
|
$826,655
0.46% of portfolio
|
Q4 2024
Added 40.42%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
35,909
shares
|
$823,034
0.07% of portfolio
|
Q4 2024
Reduced 47.7%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
35,515
shares
|
$814,003
0.21% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
34,503
shares
|
$790,808
0.42% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
32,369
shares
|
$741,897
0.06% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
31,665
shares
|
$725,761
0.06% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
31,621
shares
|
$724,753
0.16% of portfolio
|
Q4 2024
New holding
|