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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
126,105
shares
|
$2.88 Million
0.14% of portfolio
|
Q4 2024
Added 1681.4%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
125,839
shares
|
$2.87 Million
0.89% of portfolio
|
Q4 2024
Added 68.28%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
125,262
shares
|
$2.86 Million
2.18% of portfolio
|
Q4 2024
Added 62.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
123,518
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
119,862
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
116,972
shares
|
$2.67 Million
0.04% of portfolio
|
Q4 2024
Added 92.99%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
113,901
shares
|
$2.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
112,554
shares
|
$2.57 Million
0.03% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
111,775
shares
|
$2.55 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
106,013
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
103,412
shares
|
$2.36 Million
1.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
100,376
shares
|
$2.29 Million
0.02% of portfolio
|
Q4 2024
Added 72.38%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
97,176
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
95,938
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
94,204
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Added 241.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
93,002
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
91,933
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
91,381
shares
|
$2.08 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
87,847
shares
|
$2 Million
0.09% of portfolio
|
Q4 2024
Added 88.43%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
87,688
shares
|
$2 Million
0.47% of portfolio
|
Q4 2024
Added 123.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
85,718
shares
|
$1.96 Million
0.41% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
85,430
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
83,435
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
81,711
shares
|
$1.86 Million
1.34% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
75,025
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Added 3.26%
|