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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
822,855
shares
|
$18.8 Million
6.08% of portfolio
|
Q4 2025
Added 124.5%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
809,444
shares
|
$18.5 Million
0.77% of portfolio
|
Q3 2025
Added 21.2%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
780,983
shares
|
$17.9 Million
5.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
766,927
shares
|
$17.6 Million
0.37% of portfolio
|
Q4 2025
Added 60.65%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
755,316
shares
|
$17.3 Million
5.98% of portfolio
|
Q4 2025
Added 35.84%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
708,473
shares
|
$16.2 Million
1.59% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
694,294
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
675,295
shares
|
$15.5 Million
0.19% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
590,467
shares
|
$13.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
498,827
shares
|
$11.4 Million
2.61% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
497,993
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
494,443
shares
|
$11.3 Million
0.77% of portfolio
|
Q4 2025
Added 69.48%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
491,741
shares
|
$11.3 Million
5.8% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
482,462
shares
|
$11 Million
8.66% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
474,139
shares
|
$10.9 Million
0.98% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
472,307
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
461,910
shares
|
$10.6 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
435,922
shares
|
$9.98 Million
0.5% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
430,507
shares
|
$9.86 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
421,584
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
413,920
shares
|
$9.48 Million
0.22% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
397,664
shares
|
$9.11 Million
2.94% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
389,194
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2025
Added 5.94%
|
|