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 315 institutions that hold shares in the stock, with a total of 80.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
10,708
shares
|
$245,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,137
shares
|
$232,137
0.0% of portfolio
|
Q3 2025
Reduced 32.51%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
9,988
shares
|
$228,725
0.05% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
9,758
shares
|
$223,458
0.01% of portfolio
|
Q4 2025
Reduced 14.61%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
9,740
shares
|
$223,046
0.02% of portfolio
|
Q4 2025
Reduced 40.97%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,501
shares
|
$217,572
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,476
shares
|
$217,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
9,328
shares
|
$213,611
0.01% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
9,304
shares
|
$213,061
0.06% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
9,270
shares
|
$212,283
0.13% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
9,213
shares
|
$210,977
0.0% of portfolio
|
Q4 2025
Added 4.25%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,109
shares
|
$208,596
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
9,109
shares
|
$208,596
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,070
shares
|
$207,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
9,058
shares
|
$207,428
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
9,055
shares
|
$207,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,848
shares
|
$202,619
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
8,763
shares
|
$200,672
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,924
shares
|
$181,459
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,282
shares
|
$166,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,134
shares
|
$163,368
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
6,904
shares
|
$158,101
0.08% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,804
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
5,018
shares
|
$114,912
0.09% of portfolio
|
Q3 2025
Added 66.27%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,007
shares
|
$114,660
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|