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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
576,849
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
570,279
shares
|
$12.8 Million
4.9% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
564,728
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12.1 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
535,727
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
510,106
shares
|
$11.5 Million
0.7% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
495,885
shares
|
$11.2 Million
0.09% of portfolio
|
Q2 2025
Added 69.67%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
479,846
shares
|
$10.8 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.7 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
460,867
shares
|
$10.4 Million
0.66% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
456,205
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
392,313
shares
|
$8.83 Million
6.05% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
364,074
shares
|
$8.2 Million
0.81% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
362,348
shares
|
$8.16 Million
3.84% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
361,985
shares
|
$8.15 Million
3.33% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
346,068
shares
|
$7.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
333,908
shares
|
$7.52 Million
0.23% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
327,520
shares
|
$7.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
324,827
shares
|
$7.32 Million
0.17% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
320,724
shares
|
$7.22 Million
1.81% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
301,984
shares
|
$6.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
298,946
shares
|
$6.73 Million
0.34% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
294,898
shares
|
$6.64 Million
0.98% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
289,147
shares
|
$6.51 Million
0.02% of portfolio
|
Q2 2025
Added 22.9%
|