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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
560,106
shares
|
$12.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
542,599
shares
|
$12.2 Million
5.38% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12.1 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
486,744
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
484,346
shares
|
$10.9 Million
1.86% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
484,172
shares
|
$10.9 Million
0.76% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.6 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
470,464
shares
|
$10.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 66.82%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
456,469
shares
|
$10.2 Million
0.74% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
392,313
shares
|
$8.8 Million
6.05% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
382,020
shares
|
$8.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
374,772
shares
|
$8.41 Million
0.02% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
373,267
shares
|
$8.38 Million
0.16% of portfolio
|
Q1 2025
Added 41.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
339,809
shares
|
$7.63 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
333,411
shares
|
$7.48 Million
0.25% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
323,895
shares
|
$7.27 Million
0.77% of portfolio
|
Q1 2025
Added 72.57%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
321,577
shares
|
$7.22 Million
4.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
314,176
shares
|
$7.05 Million
3.16% of portfolio
|
Q1 2025
New holding
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
309,204
shares
|
$6.94 Million
1.21% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
308,872
shares
|
$6.93 Million
0.17% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
294,032
shares
|
$6.6 Million
1.95% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
292,263
shares
|
$6.56 Million
0.06% of portfolio
|
Q1 2025
Added 272.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
276,797
shares
|
$6.21 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
275,553
shares
|
$6.18 Million
1.23% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.1 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|