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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,200
shares
|
$27,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,200
shares
|
$27,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,098
shares
|
$25,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
884
shares
|
$20,243
0.01% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
813
shares
|
$18,617
0.0% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
800
shares
|
$18,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
759
shares
|
$17,381
0.0% of portfolio
|
Q4 2025
Added 4.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
589
shares
|
$13,488
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
500
shares
|
$11,450
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
420
shares
|
$9,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
198
shares
|
$4,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
172
shares
|
$3,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
89
shares
|
$2,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
5
shares
|
$114
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|