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 269 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,713,829
shares
|
$108 Million
1.93% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,596,267
shares
|
$82.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
3,425,586
shares
|
$78.7 Million
0.52% of portfolio
|
Q4 2024
Added 6411.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,704,301
shares
|
$62.1 Million
0.01% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,350,987
shares
|
$54 Million
1.09% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,200,142
shares
|
$50.5 Million
0.01% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,018,258
shares
|
$46.4 Million
0.29% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,507,057
shares
|
$34.6 Million
0.85% of portfolio
|
Q1 2024
Added 50.36%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,408,404
shares
|
$32.4 Million
5.35% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,241,811
shares
|
$28.5 Million
0.35% of portfolio
|
Q4 2024
Added 36.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,172,256
shares
|
$26.9 Million
0.01% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,110,250
shares
|
$25.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
970,857
shares
|
$22.3 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.2 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
905,971
shares
|
$20.8 Million
0.01% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
878,362
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
845,358
shares
|
$19.4 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
731,659
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
697,004
shares
|
$16 Million
0.25% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
673,027
shares
|
$15.5 Million
0.35% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
670,114
shares
|
$15.4 Million
0.29% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
659,607
shares
|
$15.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
648,520
shares
|
$14.9 Million
1.07% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
615,501
shares
|
$14.1 Million
5.49% of portfolio
|
Q4 2024
Added 7.27%
|