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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
212,852
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
193,109
shares
|
$4.42 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
188,574
shares
|
$4.32 Million
0.01% of portfolio
|
Q4 2025
Added 5.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
179,051
shares
|
$4.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
178,712
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
175,000
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
171,021
shares
|
$3.92 Million
0.08% of portfolio
|
Q4 2025
Reduced 5.38%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
170,870
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
166,730
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
166,306
shares
|
$3.81 Million
0.65% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
164,988
shares
|
$3.78 Million
0.15% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
160,879
shares
|
$3.68 Million
0.06% of portfolio
|
Q4 2025
Added 7.61%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
156,529
shares
|
$3.58 Million
0.45% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
143,482
shares
|
$3.29 Million
1.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
141,917
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
140,136
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
134,486
shares
|
$3.08 Million
2.25% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
127,948
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
125,821
shares
|
$2.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
124,706
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
118,578
shares
|
$2.72 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
117,607
shares
|
$2.69 Million
0.3% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
117,566
shares
|
$2.69 Million
0.62% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
111,356
shares
|
$2.55 Million
0.02% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
103,752
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.47%
|
|