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 254 institutions that hold shares in the stock, with a total of 54.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
527,965
shares
|
$12 Million
0.23% of portfolio
|
Q4 2024
Added 56.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
523,321
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
510,698
shares
|
$11.6 Million
5.17% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
503,224
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
476,087
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
Added 287.66%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
460,684
shares
|
$10.5 Million
0.31% of portfolio
|
Q4 2024
Added 407.0%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
447,902
shares
|
$10.2 Million
0.55% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
431,315
shares
|
$9.84 Million
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
402,208
shares
|
$9.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
399,590
shares
|
$9.11 Million
0.02% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
398,502
shares
|
$9.09 Million
2.27% of portfolio
|
Q4 2024
Added 265.6%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
386,506
shares
|
$8.82 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
377,939
shares
|
$8.62 Million
0.01% of portfolio
|
Q4 2024
Added 347.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
372,303
shares
|
$8.49 Million
0.05% of portfolio
|
Q4 2024
Added 220.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
361,623
shares
|
$8.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.69 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
319,692
shares
|
$7.29 Million
0.23% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
318,849
shares
|
$7.27 Million
5.6% of portfolio
|
Q4 2024
Added 321.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
307,184
shares
|
$7.01 Million
0.01% of portfolio
|
Q4 2024
Added 277.85%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
299,666
shares
|
$6.84 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
285,302
shares
|
$6.51 Million
3.47% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
282,526
shares
|
$6.44 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
280,379
shares
|
$6.4 Million
0.0% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
261,867
shares
|
$5.97 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
237,235
shares
|
$5.41 Million
0.04% of portfolio
|
Q4 2024
Added 20.66%
|