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 217 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $937 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
44,313
shares
|
$1.01 Million
0.79% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
43,988
shares
|
$1 Million
0.2% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,670
shares
|
$995,676
0.0% of portfolio
|
Q3 2024
Added 163.14%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
40,993
shares
|
$934,640
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
39,196
shares
|
$893,668
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
38,963
shares
|
$888,356
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
38,110
shares
|
$868,908
0.0% of portfolio
|
Q3 2024
Added 106.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,081
shares
|
$868,246
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
37,189
shares
|
$847,909
0.0% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
36,777
shares
|
$838,515
0.37% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
34,133
shares
|
$778,232
0.01% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,462
shares
|
$762,933
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
33,135
shares
|
$755,478
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
32,989
shares
|
$752,149
0.41% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
32,882
shares
|
$749,709
0.2% of portfolio
|
Q3 2024
Added 42.46%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
32,400
shares
|
$738,720
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
32,214
shares
|
$734,479
0.06% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,210
shares
|
$734,388
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
31,201
shares
|
$711,382
0.17% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,923
shares
|
$705,044
0.09% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
30,866
shares
|
$703,744
0.31% of portfolio
|
Q3 2024
Added 51.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,526
shares
|
$650,392
0.05% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,520
shares
|
$650,256
0.02% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,596
shares
|
$629,188
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,440
shares
|
$625,632
0.0% of portfolio
|
Q3 2024
Added 0.12%
|