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 217 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
27,085
shares
|
$617,538
0.55% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,191
shares
|
$597,154
0.01% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
25,686
shares
|
$585,640
0.34% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,310
shares
|
$554,268
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
23,056
shares
|
$525,676
0.05% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
22,119
shares
|
$504,313
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
22,096
shares
|
$503,788
0.8% of portfolio
|
Q3 2022
Reduced 0.9%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
20,725
shares
|
$472,530
0.14% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
20,607
shares
|
$469,839
0.2% of portfolio
|
Q1 2024
Added 112.86%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
20,365
shares
|
$464,322
0.02% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
20,309
shares
|
$463,045
0.22% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,925
shares
|
$454,290
0.0% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
19,560
shares
|
$445,968
0.12% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
19,435
shares
|
$443,118
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
19,283
shares
|
$439,652
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
17,640
shares
|
$402,192
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,362
shares
|
$395,853
0.07% of portfolio
|
Q2 2024
Added 9.46%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
17,068
shares
|
$389,150
0.19% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
16,985
shares
|
$387,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,371
shares
|
$373,258
0.0% of portfolio
|
Q3 2024
Reduced 53.64%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
16,331
shares
|
$372,346
0.05% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,240
shares
|
$370,272
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
16,020
shares
|
$365,256
0.15% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,450
shares
|
$352,260
0.01% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
15,431
shares
|
$351,826
0.21% of portfolio
|
Q2 2024
Added 0.06%
|