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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
16,715
shares
|
$383,107
0.06% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
16,501
shares
|
$378,202
0.03% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,432
shares
|
$376,621
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
16,292
shares
|
$373,412
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
16,075
shares
|
$368,439
0.21% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$366,720
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,664
shares
|
$359,018
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
15,606
shares
|
$357,689
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
15,021
shares
|
$344,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
15,000
shares
|
$343,800
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$341,576
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,700
shares
|
$336,924
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,638
shares
|
$335,502
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
14,431
shares
|
$330,758
0.1% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,255
shares
|
$326,724
0.02% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
14,255
shares
|
$326,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
13,915
shares
|
$318,931
0.36% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
13,494
shares
|
$309,282
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
12,633
shares
|
$289,548
0.02% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
12,606
shares
|
$288,929
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
12,597
shares
|
$288,723
0.0% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,588
shares
|
$288,516
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
12,508
shares
|
$286,683
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
12,500
shares
|
$286,500
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,404
shares
|
$284,299
0.02% of portfolio
|
Q2 2025
Added 0.67%
|