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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
77,530
shares
|
$1.77 Million
1.2% of portfolio
|
Q3 2024
Added 44.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
77,455
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
77,257
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 46.33%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
77,154
shares
|
$1.76 Million
1.36% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
75,795
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2024
Added 92.84%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
75,607
shares
|
$1.73 Million
1.47% of portfolio
|
Q3 2024
Added 412.94%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
74,778
shares
|
$1.71 Million
0.53% of portfolio
|
Q3 2024
Added 119.46%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
72,653
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
71,337
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
68,893
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
68,666
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 21.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
68,555
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
60,611
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Added 45.12%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
59,695
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
57,076
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
53,726
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,490
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
52,610
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,358
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
49,862
shares
|
$1.14 Million
0.72% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
49,773
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Added 430.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
46,995
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
46,834
shares
|
$1.07 Million
0.82% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
46,748
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
46,620
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 14.9%
|