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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
34,217
shares
|
$783,227
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
32,741
shares
|
$749,441
0.11% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
30,185
shares
|
$690,934
0.01% of portfolio
|
Q1 2025
Added 335.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
30,114
shares
|
$689,309
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
29,310
shares
|
$670,905
0.31% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
28,790
shares
|
$659,003
0.21% of portfolio
|
Q1 2025
Added 70.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
28,655
shares
|
$655,912
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
28,447
shares
|
$651,151
0.01% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,926
shares
|
$639,226
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
27,872
shares
|
$637,990
0.05% of portfolio
|
Q1 2025
Added 72.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,650
shares
|
$632,908
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,232
shares
|
$623,340
0.04% of portfolio
|
Q1 2025
Reduced 41.92%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
27,146
shares
|
$621,371
0.26% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,963
shares
|
$617,183
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,686
shares
|
$610,842
0.02% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
26,162
shares
|
$598,848
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
25,786
shares
|
$590,241
0.12% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
25,753
shares
|
$589,486
0.21% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,729
shares
|
$588,936
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
25,446
shares
|
$582,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
25,396
shares
|
$581,314
0.19% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
24,994
shares
|
$572,112
0.01% of portfolio
|
Q1 2025
Added 169.68%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
24,204
shares
|
$554,029
0.25% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
24,047
shares
|
$550,435
0.05% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
23,525
shares
|
$538,487
0.14% of portfolio
|
Q1 2025
Added 21.05%
|