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 265 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 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
|
$122 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 |
Jul 31, 2025 Q2 2025 |
2,883,167
shares
|
$64.7 Million
2.48% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,456,004
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,081,916
shares
|
$24.3 Million
0.0% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
958,118
shares
|
$21.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
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 |
Jul 11, 2025 Q2 2025 |
782,545
shares
|
$17.6 Million
2.7% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
782,504
shares
|
$17.6 Million
1.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
768,897
shares
|
$17.2 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
|
Jul 17, 2025 Q2 2025 |
748,226
shares
|
$16.8 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
604,366
shares
|
$13.6 Million
1.46% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
603,607
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
595,846
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
560,719
shares
|
$12.6 Million
5.09% of portfolio
|
Q2 2025
Added 3.34%
|