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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$398,896
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
17,689
shares
|
$398,356
0.03% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
17,514
shares
|
$394,415
0.03% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,057
shares
|
$384,123
0.09% of portfolio
|
Q1 2025
Added 48.59%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
17,007
shares
|
$382,997
0.03% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
16,625
shares
|
$374,395
0.05% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
16,422
shares
|
$369,823
0.08% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
15,702
shares
|
$353,609
0.31% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
15,514
shares
|
$349,375
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,253
shares
|
$343,497
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,068
shares
|
$339,331
0.13% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,600
shares
|
$328,792
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
13,806
shares
|
$310,911
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
13,777
shares
|
$310,258
0.0% of portfolio
|
Q2 2025
Reduced 70.08%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
13,472
shares
|
$303,389
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,389
shares
|
$301,520
0.12% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
13,103
shares
|
$295,079
0.13% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,029
shares
|
$293,413
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,942
shares
|
$291,453
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
12,865
shares
|
$289,719
0.01% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,845
shares
|
$289,269
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
12,610
shares
|
$283,977
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
12,538
shares
|
$282,355
0.01% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
12,500
shares
|
$281,500
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
12,320
shares
|
$277,446
0.03% of portfolio
|
Q3 2025
Added 2.41%
|