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 |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
15,971
shares
|
$365,576
0.21% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
15,848
shares
|
$362,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,585
shares
|
$356,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
15,585
shares
|
$356,740
0.01% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
15,000
shares
|
$343,350
0.12% of portfolio
|
Q1 2025
Added 86.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$341,129
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,700
shares
|
$336,483
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
14,544
shares
|
$332,912
0.15% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
14,034
shares
|
$321,238
0.0% of portfolio
|
Q1 2025
Reduced 78.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
13,915
shares
|
$318,514
0.36% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
13,260
shares
|
$303,521
0.3% of portfolio
|
Q1 2025
Reduced 33.09%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
12,732
shares
|
$291,435
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
12,606
shares
|
$288,551
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
12,588
shares
|
$288,139
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
12,500
shares
|
$286,125
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
12,402
shares
|
$283,881
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
12,381
shares
|
$283,401
0.14% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
12,322
shares
|
$282,050
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
12,196
shares
|
$279,166
0.02% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
11,170
shares
|
$255,681
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
11,145
shares
|
$255,109
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,027
shares
|
$252,408
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,000
shares
|
$251,790
0.01% of portfolio
|
Q4 2024
Reduced 76.59%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
10,853
shares
|
$248,425
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,558
shares
|
$241,672
0.01% of portfolio
|
Q1 2025
Reduced 91.71%
|