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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
28,655
shares
|
$654,766
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
28,589
shares
|
$653,258
0.3% of portfolio
|
Q4 2024
Added 177.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,526
shares
|
$651,819
0.05% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,520
shares
|
$651,682
0.02% of portfolio
|
Q3 2024
Added 93.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,596
shares
|
$630,568
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,440
shares
|
$627,004
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,191
shares
|
$598,464
0.01% of portfolio
|
Q3 2024
Added 71.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,310
shares
|
$555,483
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
23,056
shares
|
$526,829
0.05% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
22,119
shares
|
$505,419
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
22,096
shares
|
$504,893
0.8% of portfolio
|
Q3 2022
Reduced 0.9%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,955
shares
|
$501,671
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
21,025
shares
|
$480,421
0.16% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
20,607
shares
|
$470,869
0.12% of portfolio
|
Q1 2024
Added 112.86%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
20,365
shares
|
$465,340
0.02% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
20,309
shares
|
$464,060
0.22% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
20,106
shares
|
$459,422
0.22% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
19,818
shares
|
$452,841
0.43% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
19,435
shares
|
$444,089
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
19,434
shares
|
$444,066
0.12% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
19,325
shares
|
$441,576
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
19,283
shares
|
$440,616
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
18,600
shares
|
$425,010
0.02% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
17,640
shares
|
$403,074
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,362
shares
|
$396,721
0.07% of portfolio
|
Q2 2024
Added 9.46%
|