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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
65,467
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
63,898
shares
|
$1.46 Million
0.28% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
63,280
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
62,388
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 31094.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
61,646
shares
|
$1.41 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
61,519
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
58,474
shares
|
$1.34 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 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%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
56,664
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
54,175
shares
|
$1.24 Million
0.71% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
50,853
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
49,748
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
48,994
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
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%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
47,532
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
47,261
shares
|
$1.08 Million
0.69% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
46,552
shares
|
$1.07 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
45,880
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
45,174
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
45,039
shares
|
$1.03 Million
0.7% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
44,938
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 20.5%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,010
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
42,625
shares
|
$976,965
0.37% of portfolio
|
Q2 2025
Added 0.01%
|