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 258 institutions that hold shares in the stock, with a total of 57 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
85,430
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
83,435
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
81,711
shares
|
$1.87 Million
1.34% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
75,025
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
74,198
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
74,167
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
70,729
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
66,558
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
64,324
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
60,520
shares
|
$1.38 Million
0.24% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
60,114
shares
|
$1.38 Million
0.69% of portfolio
|
Q4 2024
Added 63.46%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
60,092
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
59,443
shares
|
$1.36 Million
0.28% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
57,076
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
55,981
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
55,258
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
54,564
shares
|
$1.25 Million
0.51% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
53,573
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 120.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
53,490
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
51,669
shares
|
$1.18 Million
0.73% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
51,538
shares
|
$1.18 Million
0.3% of portfolio
|
Q4 2024
Added 57807.87%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,358
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
48,537
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
46,886
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 41.5%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
46,834
shares
|
$1.07 Million
0.82% of portfolio
|
Q4 2024
Added 5.69%
|