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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,101
shares
|
$253,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,027
shares
|
$252,297
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,000
shares
|
$251,680
0.01% of portfolio
|
Q4 2024
Reduced 76.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,631
shares
|
$220,357
0.12% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
9,268
shares
|
$212,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,212
shares
|
$210,770
0.0% of portfolio
|
Q4 2024
Added 1799.38%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
9,056
shares
|
$207,201
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
8,650
shares
|
$197,912
0.01% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
8,468
shares
|
$193,747
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
8,420
shares
|
$192,649
0.12% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
8,050
shares
|
$184,184
0.07% of portfolio
|
Q4 2024
Added 283.33%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
7,680
shares
|
$175,718
0.0% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,939
shares
|
$158,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
6,904
shares
|
$157,963
0.09% of portfolio
|
Q4 2024
Added 416.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,236
shares
|
$142,679
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6,200
shares
|
$141,856
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,007
shares
|
$114,560
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$114,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,907
shares
|
$112,272
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,717
shares
|
$107,924
0.01% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,461
shares
|
$102,067
0.03% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,377
shares
|
$77,265
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,346
shares
|
$76,556
0.05% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,333
shares
|
$76,259
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,293
shares
|
$75,343
0.01% of portfolio
|
Q1 2023
New holding
|