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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
27,197
shares
|
$612,476
0.18% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
26,439
shares
|
$595,406
0.0% of portfolio
|
Q1 2025
Added 476.26%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,199
shares
|
$567,481
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
25,090
shares
|
$565,026
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
24,976
shares
|
$562,459
0.01% of portfolio
|
Q2 2025
Added 35.19%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
24,035
shares
|
$541,268
0.17% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
24,021
shares
|
$540,952
0.61% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
23,820
shares
|
$536,426
0.17% of portfolio
|
Q2 2025
Reduced 59.53%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
23,461
shares
|
$528,341
0.22% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
23,218
shares
|
$522,869
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
22,950
shares
|
$516,834
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
22,776
shares
|
$512,915
0.2% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
21,833
shares
|
$491,679
0.05% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
21,663
shares
|
$487,850
0.1% of portfolio
|
Q3 2025
Added 50.93%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
21,422
shares
|
$482,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
20,956
shares
|
$471,929
0.02% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,853
shares
|
$469,609
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
20,664
shares
|
$465,353
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,271
shares
|
$456,502
0.0% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
19,117
shares
|
$430,514
0.01% of portfolio
|
Q2 2025
Added 2149.06%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
19,101
shares
|
$430,154
0.2% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
19,000
shares
|
$427,880
0.02% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,236
shares
|
$410,674
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,056
shares
|
$406,621
0.01% of portfolio
|
Q2 2025
Added 31.14%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,844
shares
|
$401,846
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|