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 311 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
793,149
shares
|
$18.2 Million
0.36% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
780,983
shares
|
$17.9 Million
5.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
694,294
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
693,415
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
671,884
shares
|
$15.4 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
668,540
shares
|
$15.3 Million
0.19% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
610,051
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
590,467
shares
|
$13.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
556,032
shares
|
$12.7 Million
4.87% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
498,827
shares
|
$11.4 Million
2.61% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
497,993
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
491,741
shares
|
$11.3 Million
5.8% of portfolio
|
Q3 2025
Added 25.26%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
482,462
shares
|
$11 Million
8.66% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
477,386
shares
|
$10.9 Million
0.26% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
472,307
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
442,901
shares
|
$10.1 Million
0.97% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
435,922
shares
|
$9.98 Million
0.5% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
430,507
shares
|
$9.86 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
421,584
shares
|
$9.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
413,920
shares
|
$9.48 Million
0.22% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
391,408
shares
|
$8.96 Million
3.08% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
389,194
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
387,057
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2025
Added 89.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
372,303
shares
|
$8.53 Million
0.05% of portfolio
|
Q4 2024
Added 220.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
369,209
shares
|
$8.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.97%
|
|