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 277 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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,223
shares
|
$207,701
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,188
shares
|
$206,913
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,145
shares
|
$205,945
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
9,074
shares
|
$204,346
0.0% of portfolio
|
Q2 2025
Reduced 44.15%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
9,064
shares
|
$204,121
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
9,014
shares
|
$202,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,876
shares
|
$177,367
0.11% of portfolio
|
Q1 2025
Reduced 71.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
6,892
shares
|
$155,207
0.03% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$143,812
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5,638
shares
|
$126,967
0.03% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,137
shares
|
$115,685
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,555
shares
|
$80,058
0.01% of portfolio
|
Q2 2025
Added 99.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,437
shares
|
$77,401
0.0% of portfolio
|
Q2 2025
Reduced 79.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$77,378
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,366
shares
|
$75,802
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,308
shares
|
$74,496
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,282
shares
|
$73,910
0.04% of portfolio
|
Q1 2025
Added 73.28%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,820
shares
|
$63,506
0.0% of portfolio
|
Q2 2025
Added 1900.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,075
shares
|
$46,729
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,057
shares
|
$46,323
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,778
shares
|
$40,040
0.01% of portfolio
|
Q2 2025
Added 106.26%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
1,397
shares
|
$31,460
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$31,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,300
shares
|
$29,276
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,249
shares
|
$28,127
0.0% of portfolio
|
Q3 2024
New holding
|