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 65 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
93,614
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
90,601
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Added 86.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
86,975
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
85,973
shares
|
$1.96 Million
0.41% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
84,595
shares
|
$1.93 Million
1.85% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
82,722
shares
|
$1.89 Million
1.39% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
81,549
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 35.33%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
81,181
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
80,660
shares
|
$1.84 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
75,864
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
73,323
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
72,407
shares
|
$1.65 Million
0.67% of portfolio
|
Q1 2025
Reduced 97.89%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
69,664
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
69,030
shares
|
$1.58 Million
0.26% of portfolio
|
Q1 2025
Added 51.92%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
68,621
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
67,902
shares
|
$1.55 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
67,172
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
66,734
shares
|
$1.52 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
63,280
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
62,769
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 69.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
62,388
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 31094.0%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
61,766
shares
|
$1.41 Million
0.87% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
60,916
shares
|
$1.39 Million
0.24% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
59,926
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
59,474
shares
|
$1.36 Million
0.28% of portfolio
|
Q1 2025
Added 0.05%
|