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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
366,533
shares
|
$8.39 Million
2.65% of portfolio
|
Q3 2025
Added 73.26%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
354,835
shares
|
$8.13 Million
3.83% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
350,888
shares
|
$8.04 Million
0.99% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,018
shares
|
$7.72 Million
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
333,618
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
328,967
shares
|
$7.53 Million
0.02% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
326,533
shares
|
$7.48 Million
0.16% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
323,767
shares
|
$7.41 Million
0.65% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
297,561
shares
|
$6.81 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
294,063
shares
|
$6.73 Million
0.04% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
293,258
shares
|
$6.72 Million
1.71% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
291,746
shares
|
$6.68 Million
0.47% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
286,564
shares
|
$6.56 Million
0.0% of portfolio
|
Q3 2025
Added 36.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
248,828
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 1290.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
247,495
shares
|
$5.67 Million
4.34% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
241,835
shares
|
$5.54 Million
1.44% of portfolio
|
Q3 2025
Added 25.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
239,414
shares
|
$5.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
238,581
shares
|
$5.46 Million
0.35% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
238,147
shares
|
$5.45 Million
3.78% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
231,842
shares
|
$5.31 Million
0.23% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
217,747
shares
|
$4.99 Million
0.09% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
213,810
shares
|
$4.9 Million
0.4% of portfolio
|
Q4 2022
Added 10.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
212,852
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
204,324
shares
|
$4.68 Million
0.28% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
193,109
shares
|
$4.42 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|