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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
39,326
shares
|
$885,621
0.42% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
39,248
shares
|
$883,864
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
38,982
shares
|
$877,874
0.01% of portfolio
|
Q2 2025
Added 38.45%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
38,403
shares
|
$864,835
0.36% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,362
shares
|
$863,912
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
37,683
shares
|
$848,621
0.35% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
37,420
shares
|
$842,698
0.68% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
35,520
shares
|
$799,910
0.45% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
34,096
shares
|
$767,841
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
33,695
shares
|
$758,811
0.14% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
33,613
shares
|
$756,964
0.28% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
33,383
shares
|
$751,785
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
32,645
shares
|
$735,165
0.01% of portfolio
|
Q1 2025
Added 97.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
32,454
shares
|
$730,864
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
31,797
shares
|
$716,068
0.27% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
31,726
shares
|
$714,469
0.41% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
31,628
shares
|
$712,262
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
31,390
shares
|
$706,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
30,891
shares
|
$695,665
0.02% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,383
shares
|
$661,705
0.01% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
29,350
shares
|
$660,962
0.29% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
29,022
shares
|
$653,575
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
28,052
shares
|
$631,731
0.24% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$623,939
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,596
shares
|
$621,461
0.01% of portfolio
|
Q2 2025
Added 7.4%
|