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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
46,163
shares
|
$1.06 Million
0.59% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
45,924
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
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
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
43,583
shares
|
$997,614
0.38% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
42,755
shares
|
$978,661
0.34% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
41,676
shares
|
$953,963
0.01% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
37,788
shares
|
$864,967
0.4% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
36,836
shares
|
$843,176
0.18% of portfolio
|
Q3 2025
Added 51.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
35,839
shares
|
$820,354
0.35% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
35,392
shares
|
$810,122
0.32% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
34,838
shares
|
$797,441
0.1% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
34,807
shares
|
$796,732
0.17% of portfolio
|
Q3 2025
Added 40.6%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
33,458
shares
|
$765,853
0.06% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
30,938
shares
|
$708,170
0.05% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30,185
shares
|
$690,934
0.02% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
28,712
shares
|
$657,217
0.02% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
28,655
shares
|
$655,912
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
28,632
shares
|
$655,386
0.29% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
27,828
shares
|
$636,982
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
27,329
shares
|
$625,560
0.01% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
27,185
shares
|
$622,264
0.17% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,849
shares
|
$614,573
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,686
shares
|
$610,842
0.02% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
26,385
shares
|
$603,952
0.05% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
26,090
shares
|
$597,200
0.23% of portfolio
|
Q3 2025
Added 6.96%
|