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 222 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $975 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
460,684
shares
|
$10.5 Million
0.31% of portfolio
|
Q4 2024
Added 407.0%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
447,902
shares
|
$10.2 Million
0.55% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
406,954
shares
|
$9.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
396,074
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
364,815
shares
|
$8.34 Million
0.02% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
343,020
shares
|
$7.84 Million
0.02% of portfolio
|
Q3 2024
Added 104.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.7 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
302,436
shares
|
$6.91 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
292,333
shares
|
$6.68 Million
0.21% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
285,302
shares
|
$6.52 Million
3.47% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
283,856
shares
|
$6.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
282,526
shares
|
$6.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
237,461
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
220,882
shares
|
$5.05 Million
0.33% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
217,893
shares
|
$4.98 Million
0.13% of portfolio
|
Q4 2024
Added 274.9%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.89 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
205,662
shares
|
$4.7 Million
0.01% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
196,618
shares
|
$4.49 Million
0.04% of portfolio
|
Q3 2024
Added 45.26%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
187,473
shares
|
$4.28 Million
1.23% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
179,525
shares
|
$4.1 Million
0.05% of portfolio
|
Q2 2024
Added 105.11%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
176,909
shares
|
$4.04 Million
1.32% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
164,126
shares
|
$3.75 Million
0.26% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
161,184
shares
|
$3.68 Million
0.19% of portfolio
|
Q3 2024
Added 51.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
159,335
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
152,392
shares
|
$3.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|