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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
102,460
shares
|
$2.35 Million
0.37% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
101,223
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
97,783
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
96,665
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
93,706
shares
|
$2.15 Million
0.74% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
92,669
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.84%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
91,733
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
91,640
shares
|
$2.1 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
89,440
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
89,432
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2025
Added 17.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
87,884
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 13.05%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
87,148
shares
|
$2 Million
1.24% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
84,896
shares
|
$1.94 Million
0.29% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
82,229
shares
|
$1.88 Million
0.46% of portfolio
|
Q4 2025
Reduced 8.84%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
80,308
shares
|
$1.84 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
79,276
shares
|
$1.82 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
75,485
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
74,253
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 595.06%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
73,200
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
71,535
shares
|
$1.64 Million
0.36% of portfolio
|
Q4 2025
Added 105.52%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
70,392
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2025
Added 33.04%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
69,243
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Added 41.33%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
68,841
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
68,621
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
67,172
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.11%
|
|