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 |
---|---|---|---|---|---|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,719
shares
|
$351,791
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,254
shares
|
$319,004
0.02% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
13,748
shares
|
$307,680
0.0% of portfolio
|
Q1 2024
Added 20.35%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
13,589
shares
|
$304,121
0.0% of portfolio
|
Q2 2024
Added 3.22%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
13,485
shares
|
$301,794
0.17% of portfolio
|
Q2 2024
Added 8.88%
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
13,133
shares
|
$293,916
0.13% of portfolio
|
Q2 2024
Added 11.15%
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
12,964
shares
|
$290,134
0.15% of portfolio
|
Q2 2024
Added 1.07%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
12,800
shares
|
$286,464
0.08% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,795
shares
|
$286,352
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
12,219
shares
|
$273,461
0.02% of portfolio
|
Q1 2024
Reduced 21.97%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
12,047
shares
|
$269,611
0.01% of portfolio
|
Q1 2024
Added 8.12%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,025
shares
|
$269,119
0.02% of portfolio
|
Q3 2024
Added 14.48%
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
11,842
shares
|
$265,023
0.14% of portfolio
|
Q3 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
11,484
shares
|
$257,011
0.07% of portfolio
|
Q2 2024
Added 4.13%
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,306
shares
|
$253,028
0.09% of portfolio
|
Q4 2023
New holding
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,041
shares
|
$247,097
0.11% of portfolio
|
Q2 2024
Added 2.2%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
10,933
shares
|
$244,680
0.0% of portfolio
|
Q2 2024
Added 19.91%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
10,719
shares
|
$239,891
0.0% of portfolio
|
Q2 2024
Reduced 29.22%
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,062
shares
|
$225,187
0.1% of portfolio
|
Q4 2023
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
9,976
shares
|
$223,262
0.17% of portfolio
|
Q3 2024
Added 5.39%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
9,956
shares
|
$222,815
0.07% of portfolio
|
Q3 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
9,187
shares
|
$205,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
9,116
shares
|
$204,016
0.02% of portfolio
|
Q2 2024
Added 15.13%
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
8,765
shares
|
$196,160
0.02% of portfolio
|
Q3 2024
Added 3778.32%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$142,918
0.01% of portfolio
|
Q4 2022
New holding
|