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 |
|---|---|---|---|---|---|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
17,233
shares
|
$393,774
0.22% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
16,985
shares
|
$388,107
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
16,853
shares
|
$385,091
0.11% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,371
shares
|
$374,077
0.0% of portfolio
|
Q3 2024
Reduced 53.64%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
16,331
shares
|
$373,163
0.05% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,240
shares
|
$371,084
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
16,129
shares
|
$368,547
0.03% of portfolio
|
Q4 2024
Reduced 82.03%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
16,020
shares
|
$366,057
0.15% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,547
shares
|
$355,248
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,450
shares
|
$353,032
0.01% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$340,533
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,700
shares
|
$335,895
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
13,964
shares
|
$319,077
0.14% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
13,840
shares
|
$316,244
0.03% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
13,042
shares
|
$298,009
0.04% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
12,776
shares
|
$291,931
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,691
shares
|
$289,989
0.11% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
11,724
shares
|
$267,893
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,027
shares
|
$251,966
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,747
shares
|
$245,568
0.0% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
10,265
shares
|
$234,555
0.02% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
9,988
shares
|
$228,225
0.06% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
9,699
shares
|
$221,622
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,631
shares
|
$220,068
0.12% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,268
shares
|
$211,773
0.0% of portfolio
|
Q3 2024
New holding
|