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 181 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $656 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
43,250
shares
|
$967,935
0.1% of portfolio
|
Q2 2024
Added 65.79%
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
42,772
shares
|
$957,237
0.88% of portfolio
|
Q2 2024
Added 2.33%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
42,657
shares
|
$954,663
0.77% of portfolio
|
Q2 2024
Added 0.74%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
42,183
shares
|
$944,055
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
42,162
shares
|
$943,585
0.03% of portfolio
|
Q2 2024
Added 0.96%
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
41,450
shares
|
$927,651
0.16% of portfolio
|
Q3 2024
New holding
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
41,108
shares
|
$919,997
0.07% of portfolio
|
Q2 2024
Added 5.04%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,050
shares
|
$896,319
0.06% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
38,930
shares
|
$871,253
0.0% of portfolio
|
Q2 2024
Reduced 74.6%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
36,101
shares
|
$807,940
0.01% of portfolio
|
Q2 2024
Added 48.58%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
34,641
shares
|
$775,265
0.02% of portfolio
|
Q2 2024
Reduced 58.2%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
33,434
shares
|
$748,252
0.33% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,709
shares
|
$732,027
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
Reliant Wealth Planning
|
Jul 11, 2024 Q2 2024 |
32,499
shares
|
$727,327
0.33% of portfolio
|
Q2 2024
Added 40.29%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
32,446
shares
|
$726,141
0.03% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
31,129
shares
|
$696,667
0.19% of portfolio
|
Q3 2024
Added 39.9%
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,699
shares
|
$687,043
0.09% of portfolio
|
Q1 2024
Added 32.96%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,619
shares
|
$685,253
0.0% of portfolio
|
Q2 2024
Added 17.7%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
29,229
shares
|
$654,145
0.02% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
29,079
shares
|
$650,788
0.13% of portfolio
|
Q2 2024
Added 201.15%
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
29,001
shares
|
$649,042
0.31% of portfolio
|
Q3 2024
Added 57.8%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
27,743
shares
|
$620,888
0.37% of portfolio
|
Q1 2024
Added 24.38%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
27,725
shares
|
$620,485
0.0% of portfolio
|
Q2 2024
Added 17.15%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$620,060
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,559
shares
|
$616,770
0.0% of portfolio
|
Q2 2024
Added 48.17%
|