Institutional Ownership Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,799,561
shares
|
$153 Million
2.27% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,467,375
shares
|
$78.1 Million
0.01% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,458,097
shares
|
$77.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,833,044
shares
|
$63.8 Million
2.33% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,023,190
shares
|
$45.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,979,633
shares
|
$44.6 Million
5.85% of portfolio
|
Q2 2025
Added 41.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,456,004
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,210,609
shares
|
$27.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,196,483
shares
|
$26.9 Million
0.01% of portfolio
|
Q2 2025
Added 55.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,114,208
shares
|
$25.1 Million
0.01% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,098,351
shares
|
$24.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,007,320
shares
|
$22.7 Million
0.25% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
958,118
shares
|
$21.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
812,850
shares
|
$18.3 Million
2.7% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
782,504
shares
|
$17.6 Million
1.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
767,795
shares
|
$17.3 Million
0.3% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
743,351
shares
|
$16.7 Million
5.28% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
704,442
shares
|
$15.9 Million
2.76% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
694,099
shares
|
$15.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 96.72%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
654,283
shares
|
$14.7 Million
1.41% of portfolio
|
Q3 2025
Added 39.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
644,028
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
623,275
shares
|
$14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
617,825
shares
|
$13.9 Million
0.22% of portfolio
|
Q3 2025
Added 38.31%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
604,366
shares
|
$13.6 Million
1.46% of portfolio
|
Q2 2025
Added 2.51%
|