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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
272,652
shares
|
$6.14 Million
4.05% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.12 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
255,003
shares
|
$5.74 Million
0.14% of portfolio
|
Q3 2025
Added 1847.33%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
250,511
shares
|
$5.64 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
237,998
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
234,722
shares
|
$5.29 Million
0.97% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
221,879
shares
|
$5 Million
0.33% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
217,257
shares
|
$4.89 Million
0.11% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
208,127
shares
|
$4.69 Million
0.28% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
193,074
shares
|
$4.35 Million
0.56% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
178,831
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Added 50.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
177,646
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
177,282
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
173,082
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
172,601
shares
|
$3.89 Million
0.07% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
167,661
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
161,425
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
153,422
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2025
Added 39.93%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
150,645
shares
|
$3.39 Million
2.42% of portfolio
|
Q2 2025
Added 161.38%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
145,937
shares
|
$3.29 Million
0.1% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
144,978
shares
|
$3.26 Million
1.11% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
144,309
shares
|
$3.25 Million
0.46% of portfolio
|
Q2 2025
Added 353.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
144,005
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.08%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
140,820
shares
|
$3.17 Million
0.15% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
132,541
shares
|
$2.98 Million
0.81% of portfolio
|
Q2 2025
Added 50.01%
|