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 275 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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
81,874
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
81,500
shares
|
$1.84 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
71,869
shares
|
$1.62 Million
0.85% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
67,374
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
65,530
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2025
Added 30.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
62,973
shares
|
$1.42 Million
0.22% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
61,134
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 436.73%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
60,662
shares
|
$1.37 Million
1.04% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
59,077
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
57,500
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
53,683
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
51,169
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 181.52%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
50,890
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
48,772
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 115.4%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
47,388
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
45,344
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
44,886
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
44,815
shares
|
$1.01 Million
0.69% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
44,303
shares
|
$997,703
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
44,256
shares
|
$996,645
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
43,434
shares
|
$978,133
0.11% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,547
shares
|
$958,158
0.13% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
40,318
shares
|
$907,961
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
40,206
shares
|
$905,439
0.05% of portfolio
|
Q2 2025
New holding
|