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 284 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
38,488
shares
|
$880,605
0.42% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
35,425
shares
|
$810,524
0.22% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
34,838
shares
|
$797,093
0.1% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
34,422
shares
|
$787,575
0.42% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
33,458
shares
|
$765,519
0.06% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
31,880
shares
|
$729,414
0.3% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
30,185
shares
|
$690,632
0.01% of portfolio
|
Q1 2025
Added 335.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
30,114
shares
|
$689,008
0.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
28,655
shares
|
$655,626
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
28,447
shares
|
$650,867
0.01% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,926
shares
|
$638,946
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
27,872
shares
|
$637,711
0.05% of portfolio
|
Q1 2025
Added 72.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,650
shares
|
$632,632
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
27,146
shares
|
$621,100
0.26% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
26,963
shares
|
$616,913
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,686
shares
|
$610,575
0.02% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
26,162
shares
|
$598,586
0.06% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
25,786
shares
|
$589,983
0.12% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,729
shares
|
$588,679
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
25,446
shares
|
$582,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
25,396
shares
|
$581,060
0.18% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
24,994
shares
|
$571,862
0.01% of portfolio
|
Q1 2025
Added 169.68%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
24,756
shares
|
$566,417
0.13% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
24,669
shares
|
$564,426
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
24,392
shares
|
$558,088
0.24% of portfolio
|
Q2 2025
Added 4.93%
|