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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,150
shares
|
$25,898
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,125
shares
|
$25,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,124
shares
|
$25,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,057
shares
|
$23,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
986
shares
|
$22,204
0.0% of portfolio
|
Q3 2025
Added 735.59%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
800
shares
|
$18,016
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
745
shares
|
$16,777
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$15,764
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
699
shares
|
$15,741
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
691
shares
|
$15,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
655
shares
|
$14,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
631
shares
|
$14,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
601
shares
|
$13,534
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
570
shares
|
$12,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
563
shares
|
$12,678
0.0% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
488
shares
|
$10,989
0.0% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
481
shares
|
$10,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
456
shares
|
$10,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
400
shares
|
$9,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
334
shares
|
$7,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
279
shares
|
$6,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
92
shares
|
$2,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
61
shares
|
$1,373
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
55
shares
|
$1,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
36
shares
|
$810
0.0% of portfolio
|
Q2 2025
New holding
|