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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
41,676
shares
|
$955,213
0.01% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
41,276
shares
|
$946,045
0.4% of portfolio
|
Q2 2025
Added 340.42%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
38,488
shares
|
$882,144
0.42% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
35,425
shares
|
$811,941
0.22% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
35,339
shares
|
$809,969
0.38% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
34,838
shares
|
$798,486
0.1% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
33,458
shares
|
$766,857
0.06% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
31,880
shares
|
$730,689
0.3% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
30,938
shares
|
$709,098
0.05% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30,185
shares
|
$691,840
0.02% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
28,712
shares
|
$658,079
0.02% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,655
shares
|
$656,772
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
28,632
shares
|
$656,245
0.29% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
28,447
shares
|
$652,005
0.01% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
27,057
shares
|
$620,146
0.04% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,849
shares
|
$615,379
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
26,797
shares
|
$614,187
0.26% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,686
shares
|
$611,643
0.02% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
26,385
shares
|
$604,744
0.05% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
25,786
shares
|
$591,015
0.11% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
25,471
shares
|
$583,795
0.04% of portfolio
|
Q2 2025
Added 100.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
25,396
shares
|
$582,076
0.18% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
24,994
shares
|
$572,862
0.01% of portfolio
|
Q1 2025
Added 169.68%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
24,756
shares
|
$567,407
0.13% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
24,674
shares
|
$565,528
0.22% of portfolio
|
Q2 2025
Added 1.94%
|