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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
26,588
shares
|
$596,634
0.12% of portfolio
|
Q4 2024
Added 49.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
26,439
shares
|
$593,291
0.0% of portfolio
|
Q1 2025
Added 476.26%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
26,347
shares
|
$591,226
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
25,694
shares
|
$576,573
0.01% of portfolio
|
Q1 2025
Added 50.14%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,199
shares
|
$565,465
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
24,021
shares
|
$539,031
0.61% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
23,863
shares
|
$535,485
0.22% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
23,010
shares
|
$516,344
0.04% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
22,642
shares
|
$508,086
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
21,877
shares
|
$490,919
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
21,662
shares
|
$486,095
0.22% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
21,467
shares
|
$481,719
0.22% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,944
shares
|
$469,983
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
20,598
shares
|
$462,219
0.05% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
19,739
shares
|
$442,943
0.06% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
19,162
shares
|
$429,995
0.03% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,475
shares
|
$414,579
0.01% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,176
shares
|
$407,869
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,148
shares
|
$407,241
0.0% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
18,114
shares
|
$406,478
0.02% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
17,806
shares
|
$399,566
0.04% of portfolio
|
Q1 2025
Added 27.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$397,479
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
17,655
shares
|
$396,178
0.21% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,057
shares
|
$382,759
0.09% of portfolio
|
Q1 2025
Added 48.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,923
shares
|
$379,752
0.0% of portfolio
|
Q1 2025
Added 933.78%
|