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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
267,993
shares
|
$6.01 Million
3.85% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
235,276
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Added 36.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
225,294
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
224,676
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
212,017
shares
|
$4.76 Million
0.0% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
204,886
shares
|
$4.6 Million
0.3% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
194,215
shares
|
$4.36 Million
0.31% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
186,018
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
185,105
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
182,270
shares
|
$4.09 Million
0.67% of portfolio
|
Q1 2025
Added 33.57%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
175,367
shares
|
$3.94 Million
0.6% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
174,800
shares
|
$3.92 Million
0.23% of portfolio
|
Q1 2025
Added 43.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
163,563
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
154,129
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
144,647
shares
|
$3.25 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
142,793
shares
|
$3.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
135,587
shares
|
$3.04 Million
1.11% of portfolio
|
Q1 2025
Added 26.96%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
130,069
shares
|
$2.92 Million
2.47% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
129,266
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 91.36%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
128,718
shares
|
$2.89 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
125,797
shares
|
$2.82 Million
0.04% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
122,458
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
118,792
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
115,514
shares
|
$2.59 Million
0.13% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|