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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
110,200
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
109,640
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
108,750
shares
|
$2.44 Million
0.34% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.43 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
108,114
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 6524.63%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
106,655
shares
|
$2.39 Million
0.3% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
103,078
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
101,081
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
100,217
shares
|
$2.25 Million
0.65% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
99,915
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
99,179
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Added 89.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
97,742
shares
|
$2.19 Million
0.32% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
97,116
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
Added 509.6%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
96,951
shares
|
$2.18 Million
0.1% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
93,513
shares
|
$2.1 Million
0.41% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
92,956
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 59.75%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
90,135
shares
|
$2.02 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
88,356
shares
|
$1.98 Million
0.64% of portfolio
|
Q1 2025
Added 65.71%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
87,836
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
84,747
shares
|
$1.9 Million
1.39% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
84,271
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
83,557
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
82,448
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
71,962
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|