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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,054
shares
|
$46,091
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,778
shares
|
$39,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
1,444
shares
|
$32,403
0.02% of portfolio
|
Q3 2023
Added 59.73%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$31,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,300
shares
|
$29,172
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,249
shares
|
$28,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,150
shares
|
$25,806
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,124
shares
|
$25,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,057
shares
|
$23,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
956
shares
|
$21,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
862
shares
|
$19,343
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
850
shares
|
$19,074
0.0% of portfolio
|
Q1 2024
Reduced 56.41%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
800
shares
|
$17,952
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
780
shares
|
$17,503
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$15,708
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
699
shares
|
$15,685
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
655
shares
|
$14,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
614
shares
|
$13,778
0.0% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
601
shares
|
$13,486
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
553
shares
|
$12,409
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
334
shares
|
$7,494
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
294
shares
|
$6,597
0.0% of portfolio
|
Q1 2025
Reduced 48.42%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
279
shares
|
$6,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
192
shares
|
$4,308
0.0% of portfolio
|
Q1 2025
Added 19100.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
141
shares
|
$3,164
0.0% of portfolio
|
Q1 2024
New holding
|