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 $936 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,335
shares
|
$349,484
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$339,639
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,700
shares
|
$335,013
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
14,141
shares
|
$322,273
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
13,964
shares
|
$318,239
0.14% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
13,840
shares
|
$315,413
0.03% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
13,042
shares
|
$297,227
0.04% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
12,776
shares
|
$291,165
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,691
shares
|
$289,227
0.11% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
11,724
shares
|
$267,189
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
11,600
shares
|
$264,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
11,556
shares
|
$263,361
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,027
shares
|
$251,305
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,747
shares
|
$244,924
0.0% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
10,299
shares
|
$234,714
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
10,265
shares
|
$233,939
0.02% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
9,988
shares
|
$227,626
0.06% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
9,765
shares
|
$222,544
0.11% of portfolio
|
Q3 2024
Reduced 38.62%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
9,699
shares
|
$221,040
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,268
shares
|
$211,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
9,111
shares
|
$207,639
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$205,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
8,933
shares
|
$203,583
0.08% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
8,650
shares
|
$197,133
0.01% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
7,079
shares
|
$161,330
0.01% of portfolio
|
Q4 2022
New holding
|