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 253 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,459,782
shares
|
$123 Million
2.19% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,672,900
shares
|
$82.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
2,946,255
shares
|
$66.1 Million
2.7% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,687,653
shares
|
$60.3 Million
0.0% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,973,530
shares
|
$44.3 Million
0.01% of portfolio
|
Q1 2025
Added 30.53%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,406,269
shares
|
$31.6 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,396,111
shares
|
$31.3 Million
3.97% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,297,469
shares
|
$29.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,175,116
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,081,916
shares
|
$24.3 Million
0.0% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,039,593
shares
|
$23.3 Million
0.37% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
981,795
shares
|
$22 Million
0.01% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
909,949
shares
|
$20.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
776,867
shares
|
$17.4 Million
2.88% of portfolio
|
Q1 2025
Added 4071.77%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
770,900
shares
|
$17.3 Million
1.45% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
768,897
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2025
Added 33.53%
|
|
|
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%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
731,728
shares
|
$16.4 Million
0.33% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
684,449
shares
|
$15.4 Million
5.56% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
645,451
shares
|
$14.5 Million
0.08% of portfolio
|
Q1 2025
Added 2737.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
625,540
shares
|
$14 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
622,512
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
605,855
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
596,976
shares
|
$13.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
589,546
shares
|
$13.2 Million
1.49% of portfolio
|
Q1 2025
Added 11.98%
|