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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
39,273
shares
|
$881,286
0.14% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
39,248
shares
|
$880,725
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
37,716
shares
|
$846,347
0.02% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
37,151
shares
|
$833,668
0.44% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
36,159
shares
|
$811,407
0.21% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
35,640
shares
|
$799,761
0.7% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
35,631
shares
|
$799,559
0.44% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
35,470
shares
|
$795,946
0.03% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
35,321
shares
|
$792,603
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,160
shares
|
$788,990
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
34,982
shares
|
$784,996
0.1% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
33,613
shares
|
$754,275
0.32% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
32,645
shares
|
$732,553
0.02% of portfolio
|
Q1 2025
Added 97.45%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
31,845
shares
|
$714,601
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
31,726
shares
|
$711,931
0.43% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
31,660
shares
|
$710,450
0.29% of portfolio
|
Q1 2025
Reduced 96.35%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
31,390
shares
|
$704,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
30,891
shares
|
$693,194
0.01% of portfolio
|
Q1 2025
Added 335.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,539
shares
|
$685,295
0.01% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
29,857
shares
|
$669,991
0.47% of portfolio
|
Q1 2025
Added 62.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
29,225
shares
|
$655,809
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
29,022
shares
|
$651,253
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
28,155
shares
|
$631,798
0.01% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$621,722
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
27,197
shares
|
$610,300
0.2% of portfolio
|
Q1 2025
Added 42.32%
|