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 |
|---|---|---|---|---|---|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
71,307
shares
|
$1.6 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
71,140
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
69,719
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
68,898
shares
|
$1.55 Million
1.2% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
65,797
shares
|
$1.48 Million
0.91% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
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 |
May 05, 2025 Q1 2025 |
62,368
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,013
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
58,855
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
57,634
shares
|
$1.29 Million
1.02% of portfolio
|
Q1 2025
Added 38.49%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
57,237
shares
|
$1.28 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
53,285
shares
|
$1.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
52,429
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
50,997
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,104
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
47,338
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
46,754
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
46,044
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
45,254
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,303
shares
|
$994,159
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
43,665
shares
|
$979,842
0.03% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
42,157
shares
|
$946,003
0.93% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
40,318
shares
|
$904,735
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
40,248
shares
|
$903,165
0.68% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
39,472
shares
|
$885,751
0.39% of portfolio
|
Q1 2025
Reduced 8.76%
|