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 229 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,747
shares
|
$245,783
0.0% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
10,265
shares
|
$234,760
0.02% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
9,988
shares
|
$228,425
0.06% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,631
shares
|
$220,260
0.12% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,268
shares
|
$211,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
9,111
shares
|
$208,368
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
9,056
shares
|
$207,110
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$205,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
8,650
shares
|
$197,825
0.01% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
8,420
shares
|
$192,565
0.12% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,939
shares
|
$158,694
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6,868
shares
|
$157,071
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,617
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6,200
shares
|
$141,794
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,058
shares
|
$115,676
0.01% of portfolio
|
Q2 2024
Added 71.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$114,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,907
shares
|
$112,223
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,717
shares
|
$107,877
0.01% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,461
shares
|
$102,023
0.03% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,377
shares
|
$77,231
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,346
shares
|
$76,523
0.05% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,333
shares
|
$76,225
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,293
shares
|
$75,310
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,013
shares
|
$68,907
0.02% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,992
shares
|
$68,427
0.03% of portfolio
|
Q2 2024
Added 3.07%
|