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 296 institutions that hold shares in the stock, with a total of 65.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
167,661
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
156,169
shares
|
$3.51 Million
0.15% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
149,192
shares
|
$3.35 Million
1.34% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
148,116
shares
|
$3.33 Million
1.07% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
143,987
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
133,336
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
128,718
shares
|
$2.89 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
122,056
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 785.94%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
121,014
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
117,379
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
116,801
shares
|
$2.62 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
113,462
shares
|
$2.55 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
112,019
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
111,216
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
106,992
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
106,000
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
105,771
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
104,618
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
103,468
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
101,933
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
100,476
shares
|
$2.26 Million
0.36% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
98,683
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2025
Added 46.47%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
96,479
shares
|
$2.17 Million
0.75% of portfolio
|
Q3 2025
Added 9.57%
|
|