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 234 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,012,156
shares
|
$91.4 Million
1.58% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,458,223
shares
|
$78.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,328,673
shares
|
$53 Million
1.1% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,098,512
shares
|
$47.8 Million
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,749,981
shares
|
$39.9 Million
0.01% of portfolio
|
Q3 2024
Added 38.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,574,924
shares
|
$35.9 Million
0.03% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,507,057
shares
|
$34.3 Million
0.85% of portfolio
|
Q1 2024
Added 50.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,430,109
shares
|
$32.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,110,250
shares
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,100,306
shares
|
$25.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
982,328
shares
|
$22.4 Million
0.53% of portfolio
|
Q4 2024
Added 6258.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
924,753
shares
|
$21.1 Million
7.93% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
909,304
shares
|
$20.7 Million
0.27% of portfolio
|
Q3 2024
Added 47.29%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
788,846
shares
|
$18 Million
0.47% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
690,017
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
671,906
shares
|
$15.3 Million
0.22% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
615,501
shares
|
$14 Million
5.49% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
596,544
shares
|
$13.6 Million
0.99% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
578,334
shares
|
$13.2 Million
1.53% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
566,488
shares
|
$12.9 Million
1.42% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
553,531
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2024
Added 69.76%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
527,965
shares
|
$12 Million
0.23% of portfolio
|
Q4 2024
Added 56.2%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
510,698
shares
|
$11.6 Million
5.17% of portfolio
|
Q4 2024
Added 28.07%
|