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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
18,600
shares
|
$425,568
0.02% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,347
shares
|
$396,899
0.0% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
17,233
shares
|
$394,291
0.22% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
17,082
shares
|
$390,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
17,013
shares
|
$389,257
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
16,863
shares
|
$385,825
0.05% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
16,853
shares
|
$385,596
0.11% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,240
shares
|
$371,571
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
16,129
shares
|
$369,031
0.03% of portfolio
|
Q4 2024
Reduced 82.03%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
15,878
shares
|
$363,288
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,547
shares
|
$355,715
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$340,980
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
14,700
shares
|
$336,336
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
14,425
shares
|
$330,044
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
13,956
shares
|
$319,313
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
13,907
shares
|
$318,192
0.08% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
13,840
shares
|
$316,659
0.03% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
12,732
shares
|
$291,308
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
12,606
shares
|
$288,425
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
12,500
shares
|
$286,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,381
shares
|
$283,277
0.14% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,322
shares
|
$281,927
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
11,724
shares
|
$268,245
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
11,240
shares
|
$257,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
11,138
shares
|
$254,837
0.02% of portfolio
|
Q4 2024
Added 8.5%
|