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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
46,249
shares
|
$1.06 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
45,880
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
45,116
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
43,988
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,670
shares
|
$997,859
0.0% of portfolio
|
Q3 2024
Added 163.14%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
41,665
shares
|
$952,045
0.82% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
40,777
shares
|
$931,754
0.2% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
39,196
shares
|
$895,628
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
38,963
shares
|
$890,304
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
38,110
shares
|
$870,813
0.0% of portfolio
|
Q3 2024
Added 106.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,081
shares
|
$870,150
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
37,900
shares
|
$866,015
0.35% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
37,189
shares
|
$849,768
0.0% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
37,029
shares
|
$846,112
0.01% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
36,777
shares
|
$840,354
0.37% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
36,282
shares
|
$829,043
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
36,067
shares
|
$824,130
0.46% of portfolio
|
Q4 2024
Added 40.42%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
34,518
shares
|
$788,736
0.21% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,462
shares
|
$764,606
0.01% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
33,135
shares
|
$757,134
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
32,989
shares
|
$753,798
0.41% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
32,214
shares
|
$736,089
0.06% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,210
shares
|
$735,998
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,923
shares
|
$706,590
0.09% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
30,866
shares
|
$705,288
0.31% of portfolio
|
Q3 2024
Added 51.13%
|