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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
16,825
shares
|
$377,553
0.06% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,789
shares
|
$376,745
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
16,338
shares
|
$366,624
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,246
shares
|
$364,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
15,963
shares
|
$358,209
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,685
shares
|
$351,971
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
15,600
shares
|
$350,064
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
14,866
shares
|
$333,593
0.15% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
14,457
shares
|
$324,415
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
14,040
shares
|
$315,057
0.1% of portfolio
|
Q1 2025
Added 412.41%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
13,800
shares
|
$309,672
0.06% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,768
shares
|
$308,953
0.01% of portfolio
|
Q1 2025
Added 1123.82%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
13,612
shares
|
$305,453
0.13% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,547
shares
|
$303,994
0.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,234
shares
|
$296,970
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
13,195
shares
|
$296,095
0.08% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,029
shares
|
$292,370
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
12,942
shares
|
$290,418
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,936
shares
|
$290,283
0.0% of portfolio
|
Q1 2025
Added 37.79%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,928
shares
|
$290,104
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,865
shares
|
$288,690
0.01% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
12,712
shares
|
$285,257
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
12,648
shares
|
$283,821
0.14% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
12,294
shares
|
$275,877
0.01% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
12,030
shares
|
$269,953
0.04% of portfolio
|
Q1 2025
Added 0.66%
|