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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
18,600
shares
|
$425,940
0.02% of portfolio
|
Q4 2024
Added 60.34%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
17,500
shares
|
$400,750
0.03% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
17,157
shares
|
$392,895
0.03% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
17,067
shares
|
$390,834
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
16,929
shares
|
$387,674
0.05% of portfolio
|
Q3 2025
Reduced 51.41%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
16,715
shares
|
$382,773
0.06% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
16,701
shares
|
$382,452
0.05% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
16,533
shares
|
$378,605
0.02% of portfolio
|
Q3 2025
Added 47.95%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
16,501
shares
|
$377,872
0.03% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
16,181
shares
|
$370,544
0.19% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
16,000
shares
|
$366,400
0.12% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
15,861
shares
|
$363,216
0.02% of portfolio
|
Q3 2025
Added 31.42%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
15,328
shares
|
$351,011
0.21% of portfolio
|
Q3 2025
Reduced 83.11%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
15,255
shares
|
$349,339
0.1% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,181
shares
|
$347,644
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
14,903
shares
|
$341,278
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,700
shares
|
$336,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
14,700
shares
|
$336,630
0.0% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,343
shares
|
$328,454
0.02% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,150
shares
|
$324,035
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,028
shares
|
$321,241
0.01% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,941
shares
|
$319,248
0.02% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
13,915
shares
|
$318,653
0.32% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
13,890
shares
|
$318,081
0.03% of portfolio
|
Q3 2025
Added 58.34%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
13,613
shares
|
$311,737
0.05% of portfolio
|
Q3 2025
Added 0.88%
|
|