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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,503
shares
|
$258,127
0.02% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
11,484
shares
|
$257,700
0.07% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,483
shares
|
$257,678
0.02% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,390
shares
|
$255,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,306
shares
|
$253,706
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
11,274
shares
|
$252,988
0.03% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,239
shares
|
$252,203
0.0% of portfolio
|
Q1 2025
Added 287.42%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,836
shares
|
$243,159
0.01% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
10,741
shares
|
$241,028
0.02% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
10,550
shares
|
$236,742
0.09% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,074
shares
|
$226,060
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
10,062
shares
|
$225,791
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
9,466
shares
|
$212,417
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,145
shares
|
$205,213
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
9,014
shares
|
$202,274
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
7,876
shares
|
$176,737
0.12% of portfolio
|
Q1 2025
Reduced 71.42%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
6,892
shares
|
$154,656
0.03% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$143,301
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,137
shares
|
$115,274
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,101
shares
|
$114,466
0.03% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$77,103
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,366
shares
|
$75,533
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,306
shares
|
$74,186
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,282
shares
|
$73,648
0.05% of portfolio
|
Q1 2025
Added 73.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,057
shares
|
$46,159
0.0% of portfolio
|
Q3 2023
New holding
|