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 196 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $715 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
11,484
shares
|
$255,174
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
11,461
shares
|
$254,663
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,306
shares
|
$251,219
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,042
shares
|
$245,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,041
shares
|
$245,331
0.11% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,062
shares
|
$223,577
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
9,976
shares
|
$221,666
0.17% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
9,956
shares
|
$221,222
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
9,116
shares
|
$202,557
0.02% of portfolio
|
Q2 2024
Added 15.13%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,014
shares
|
$200,291
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
8,765
shares
|
$194,758
0.02% of portfolio
|
Q3 2024
Added 3778.32%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
6,622
shares
|
$147,140
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$141,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,189
shares
|
$115,299
0.01% of portfolio
|
Q2 2024
Added 72.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,588
shares
|
$101,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,414
shares
|
$98,079
0.02% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$76,347
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,366
shares
|
$74,792
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,301
shares
|
$73,348
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
2,980
shares
|
$66,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,974
shares
|
$66,082
0.0% of portfolio
|
Q2 2024
Added 494.8%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,716
shares
|
$60,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,210
shares
|
$49,106
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,057
shares
|
$45,706
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,013
shares
|
$44,728
0.0% of portfolio
|
Q3 2024
Added 1.0%
|