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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
128,718
shares
|
$2.9 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
121,750
shares
|
$2.74 Million
0.06% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
117,662
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
116,825
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
114,338
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
114,149
shares
|
$2.57 Million
0.3% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
110,200
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
106,000
shares
|
$2.39 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
105,012
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
104,496
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
103,274
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
101,854
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
97,110
shares
|
$2.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
96,821
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
96,333
shares
|
$2.17 Million
0.37% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
93,867
shares
|
$2.11 Million
1.34% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
93,285
shares
|
$2.1 Million
0.41% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
88,270
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
88,098
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
88,052
shares
|
$1.98 Million
0.74% of portfolio
|
Q2 2025
Added 23.48%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
87,976
shares
|
$1.98 Million
1.35% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
85,274
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 30.13%
|