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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
45,924
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
45,880
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
44,242
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 202.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
43,583
shares
|
$998,050
0.38% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
42,755
shares
|
$979,089
0.34% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
40,239
shares
|
$921,473
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,983
shares
|
$915,610
0.01% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
37,788
shares
|
$865,345
0.4% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
36,836
shares
|
$843,544
0.18% of portfolio
|
Q3 2025
Added 51.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
35,839
shares
|
$820,713
0.35% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
35,392
shares
|
$810,476
0.32% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
34,807
shares
|
$797,080
0.17% of portfolio
|
Q3 2025
Added 40.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
28,655
shares
|
$656,199
0.0% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,435
shares
|
$651,161
0.02% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
28,249
shares
|
$646,902
0.01% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
27,833
shares
|
$637,375
0.02% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
27,828
shares
|
$637,261
0.03% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
27,329
shares
|
$625,834
0.01% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
27,185
shares
|
$622,536
0.17% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
26,090
shares
|
$597,461
0.23% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
25,396
shares
|
$581,568
0.18% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
24,382
shares
|
$558,347
0.04% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
24,342
shares
|
$557,431
0.1% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
23,465
shares
|
$537,348
0.03% of portfolio
|
Q3 2025
Added 64.61%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,221
shares
|
$531,760
0.02% of portfolio
|
Q3 2025
New holding
|
|