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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
180,750
shares
|
$4.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
179,051
shares
|
$4.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
178,851
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
178,712
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
175,000
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
170,870
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
166,730
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
166,306
shares
|
$3.81 Million
0.65% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
164,988
shares
|
$3.78 Million
0.15% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
156,529
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
149,508
shares
|
$3.42 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
143,482
shares
|
$3.29 Million
1.06% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
141,917
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
140,136
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
134,486
shares
|
$3.08 Million
2.25% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
127,948
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
125,821
shares
|
$2.88 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
124,706
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
123,455
shares
|
$2.83 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
118,578
shares
|
$2.72 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
117,607
shares
|
$2.69 Million
0.3% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
110,972
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
103,752
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
102,460
shares
|
$2.35 Million
0.37% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
101,223
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|