IBTG Institutional Ownership
iShares iBonds Dec 2026 Term Treasury ETF
1W: +0.1%
1M: -0.0%
3M: -0.0%
YTD: +0.3%
1Y: +0.8%
3Y: +12.0%
5Y: +2.6%
$22.82
+0.01 (+0.02%)
Weekly Expected Move ±0.2%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBTG
342
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
26
New Positions
113
Increased
139
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (366 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 5,657,354 | $129M | -250,869 | -4.2% | 11Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 4,303,932 | $98M | +150,498 | +3.6% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,991,582 | $91M | -87,830 | -2.2% | 17Q | SEC ↗ |
| 4 | NorthCoast Asset Management LLC | 3,459,551 | $79M | -1,089,340 | -23.9% | 8Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 2,698,260 | $62M | +769,379 | +39.9% | 15Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,504,018 | $57M | +109,145 | +4.6% | 15Q | SEC ↗ |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 2,437,085 | $56M | -86,411 | -3.4% | 10Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 2,394,076 | $55M | +29,962 | +1.3% | 18Q | SEC ↗ |
| 9 | Capital Investment Advisors, LLC | 2,337,874 | $53M | -147,388 | -5.9% | 17Q | SEC ↗ |
| 10 | Connecticut Wealth Management, LLC | 1,924,924 | $44M | +125,130 | +7.0% | 8Q | SEC ↗ |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,908,680 | $44M | +48,701 | +2.6% | 10Q | SEC ↗ |
| 12 | Financial Advisory Corp | 1,591,146 | $36M | -11,402 | -0.7% | 7Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC | 1,590,845 | $36M | -4,798 | -0.3% | 15Q | SEC ↗ |
| 14 | SUMMITRY LLC | 1,554,803 | $35M | +25,135 | +1.6% | 7Q | SEC ↗ |
| 15 | Arax Advisory Partners NEW | 1,538,030 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 16 | UBS Group AG | 1,477,091 | $34M | -129,565 | -8.1% | 17Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 1,411,233 | $32M | +46,196 | +3.4% | 14Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,386,313 | $32M | -304,217 | -18.0% | 7Q | SEC ↗ |
| 19 | Wealthspire Advisors, LLC | 1,274,142 | $29M | +249,898 | +24.4% | 13Q | SEC ↗ |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 1,020,698 | $23M | -119,758 | -10.5% | 15Q | SEC ↗ |
| 21 | Krilogy Financial LLC | 993,197 | $23M | +73,094 | +7.9% | 15Q | SEC ↗ |
| 22 | OneAscent Financial Services LLC | 911,609 | $21M | +5,539 | +0.6% | 2Q | SEC ↗ |
| 23 | Horizon Advisory Services, Inc. | 897,318 | $20M | +19,042 | +2.2% | 3Q | SEC ↗ |
| 24 | MOSELEY INVESTMENT MANAGEMENT INC | 842,161 | $19M | +19,306 | +2.3% | 7Q | SEC ↗ |
| 25 | MKT Advisors LLC | 809,577 | $18M | +31,926 | +4.1% | 13Q | SEC ↗ |
| 26 | Carnegie Investment Counsel | 775,246 | $18M | -66,901 | -7.9% | 8Q | SEC ↗ |
| 27 | Apella Capital, LLC | 738,612 | $17M | -38,082 | -4.9% | 9Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 730,648 | $17M | +59,260 | +8.8% | 15Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 711,891 | $16M | -55,955 | -7.3% | 19Q | SEC ↗ |
| 30 | MV CAPITAL MANAGEMENT, INC. | 703,839 | $16M | +8,226 | +1.2% | 13Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 702,959 | $16M | +8,636 | +1.2% | 14Q | SEC ↗ |
| 32 | Denver PWM, LLC | 692,276 | $16M | +23,492 | +3.5% | 9Q | SEC ↗ |
| 33 | CWM, LLC | 669,629 | $15M | +107,195 | +19.1% | 13Q | SEC ↗ |
| 34 | CreativeOne Wealth, LLC | 635,300 | $14M | +159,100 | +33.4% | 8Q | SEC ↗ |
| 35 | Scissortail Wealth Management, LLC | 626,984 | $14M | +13,911 | +2.3% | 12Q | SEC ↗ |
| 36 | Delta Wealth Advisors LLC | 583,557 | $13M | -32,369 | -5.3% | 9Q | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 559,719 | $13M | +30,521 | +5.8% | 13Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 512,575 | $12M | +512,021 | +92422.6% | 7Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 511,804 | $12M | +18,871 | +3.8% | 17Q | SEC ↗ |
| 40 | Global Retirement Partners, LLC NEW | 506,882 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Wealth Management Strategies, Inc. | 495,686 | $11M | -20,139 | -3.9% | 7Q | SEC ↗ |
| 42 | MONEY CONCEPTS CAPITAL CORP | 493,201 | $11M | +419,741 | +571.4% | 10Q | SEC ↗ |
| 43 | Baltimore-Washington Financial Advisor | 489,313 | $11M | +3,983 | +0.8% | 13Q | SEC ↗ |
| 44 | Sanctuary Advisors, LLC | 485,021 | $11M | +57,366 | +13.4% | 9Q | SEC ↗ |
| 45 | Asset Advisors Investment Management, | 480,912 | $11M | -3,293 | -0.7% | 10Q | SEC ↗ |
| 46 | Stratos Wealth Advisors, LLC | 465,346 | $11M | -136,472 | -22.7% | 8Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 456,059 | $10M | +424,380 | +1339.6% | 12Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 430,268 | $10M | -24,422 | -5.4% | 26Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 420,723 | $10M | -52,654 | -11.1% | 16Q | SEC ↗ |
| 50 | Asset Dedication, LLC | 401,238 | $9M | +54,317 | +15.7% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 1,538,030 | $35M |
| Global Retirement Partners, LLC | 506,882 | $12M |
| Tower Research Capital LLC (TRC) | 376,204 | $9M |
| Pathstone Holdings, LLC | 89,775 | $2M |
| Schuylkill Financial LLC | 34,139 | $779K |
| Swan Global Investments, LLC | 27,118 | $619K |
| Lifeworks Advisors, LLC | 22,927 | $523K |
| MATHER GROUP, LLC. | 21,905 | $500K |
| Gilbert & Cook, Inc. | 21,655 | $494K |
| SageView Advisory Group, LLC | 17,921 | $409K |
| IFG Advisory, LLC | 14,480 | $330K |
| MLP3, LLC | 12,495 | $285K |
| Focus Partners Advisor Solutions, L | 12,203 | $278K |
| Vestmark Advisory Solutions, Inc. | 11,264 | $257K |
| DAVIS R M INC | 10,969 | $250K |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,930 | $249K |
| Walser Wealth Management Company, A | 9,179 | $209K |
| Wealth Advisory Solutions, LLC | 8,961 | $204K |
| TRUIST FINANCIAL CORP | 8,947 | $204K |
| Anchor Bay Capital, Inc. | 7,096 | $162K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackRock, Inc. | 660,616 | $15M |
| Cornerstone Planning, LLC | 407,892 | $9M |
| McGuire Investment Group, LLC | 382,176 | $9M |
| SHELTON WEALTH MANAGEMENT, LLC | 376,011 | $9M |
| Portland Global Advisors LLC | 157,733 | $4M |
| Investor's Fiduciary Advisor Networ | 103,952 | $2M |
| REGIONS FINANCIAL CORP | 28,605 | $653K |
| Focused Wealth Management, Inc | 20,095 | $459K |
| CITADEL ADVISORS LLC | 19,861 | $453K |
| Dorsey & Whitney Trust CO LLC | 16,815 | $384K |
| MAIRS & POWER INC | 14,255 | $325K |
| STAR Financial Bank | 13,656 | $312K |
| Willis Johnson & Associates, Inc. | 12,925 | $295K |
| HRT FINANCIAL LP | 12,483 | $285K |
| C2P Capital Advisory Group, LLC d.b | 11,502 | $262K |
| RFP Financial Group LLC | 11,047 | $252K |
| Flavin Financial Services, Inc. | 9,914 | $226K |
| Legacy Private Trust Co. | 9,758 | $223K |
| 4J Wealth Management LLC | 9,737 | $222K |
| Regal Investment Advisors LLC | 9,730 | $222K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | +769,379 | +39.9% | 2,698,260 |
| JPMORGAN CHASE & CO | +512,021 | +92422.6% | 512,575 |
| Beacon Pointe Advisors, LLC | +424,380 | +1339.6% | 456,059 |
| MONEY CONCEPTS CAPITAL CORP | +419,741 | +571.4% | 493,201 |
| JANE STREET GROUP, LLC | +316,437 | +1209.8% | 342,593 |
| Wealthspire Advisors, LLC | +249,898 | +24.4% | 1,274,142 |
| CreativeOne Wealth, LLC | +159,100 | +33.4% | 635,300 |
| BANK OF AMERICA CORP /DE | +150,498 | +3.6% | 4,303,932 |
| Connecticut Wealth Management, LLC | +125,130 | +7.0% | 1,924,924 |
| LPL Financial LLC | +109,145 | +4.6% | 2,504,018 |
| GTS SECURITIES LLC | +107,642 | +544.0% | 127,430 |
| CWM, LLC | +107,195 | +19.1% | 669,629 |
| MISSION WEALTH MANAGEMENT, LP | +80,096 | +281.3% | 108,570 |
| Krilogy Financial LLC | +73,094 | +7.9% | 993,197 |
| Creative Planning | +62,993 | +71.0% | 151,654 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +59,260 | +8.8% | 730,648 |
| Sanctuary Advisors, LLC | +57,366 | +13.4% | 485,021 |
| Asset Dedication, LLC | +54,317 | +15.7% | 401,238 |
| Valmark Advisers, Inc. | +48,711 | +38.7% | 174,475 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +48,701 | +2.6% | 1,908,680 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BAILARD, INC. | -1,457,312 | -90.7% | 148,872 |
| NorthCoast Asset Management LLC | -1,089,340 | -23.9% | 3,459,551 |
| RAYMOND JAMES FINANCIAL INC | -304,217 | -18.0% | 1,386,313 |
| Focus Partners Wealth | -300,205 | -46.9% | 339,954 |
| Sound View Wealth Advisors Group, L | -290,413 | -59.0% | 201,456 |
| HM PAYSON & CO | -250,869 | -4.2% | 5,657,354 |
| Atlantic Private Wealth, LLC | -242,730 | -100.0% | 109 |
| Independent Advisor Alliance | -157,763 | -90.1% | 17,356 |
| Capital Investment Advisors, LLC | -147,388 | -5.9% | 2,337,874 |
| Stratos Wealth Advisors, LLC | -136,472 | -22.7% | 465,346 |
| PSI Advisors, LLC | -132,607 | -38.8% | 209,262 |
| BIP Wealth, LLC | -131,368 | -24.8% | 398,667 |
| UBS Group AG | -129,565 | -8.1% | 1,477,091 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -119,758 | -10.5% | 1,020,698 |
| TITLEIST ASSET MANAGEMENT, LLC | -109,357 | -22.5% | 376,752 |
| Juno Financial Group LLC | -93,342 | -25.6% | 271,652 |
| MORGAN STANLEY | -87,830 | -2.2% | 3,991,582 |
| MERCER GLOBAL ADVISORS INC /ADV | -86,411 | -3.4% | 2,437,085 |
| Eldridge Investment Advisors, Inc. | -77,884 | -38.9% | 122,417 |
| Carnegie Investment Counsel | -66,901 | -7.9% | 775,246 |