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 239 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,428
shares
|
$99,320
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$77,069
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,366
shares
|
$75,499
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,304
shares
|
$74,108
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,901
shares
|
$65,069
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$61,458
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,121
shares
|
$47,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,057
shares
|
$46,138
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
2,041
shares
|
$45,779
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,894
shares
|
$42,482
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,778
shares
|
$39,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,637
shares
|
$36,717
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
1,444
shares
|
$32,388
0.02% of portfolio
|
Q3 2023
Added 59.73%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$31,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,300
shares
|
$29,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$28,015
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,150
shares
|
$25,794
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,125
shares
|
$25,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,124
shares
|
$25,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,057
shares
|
$23,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
862
shares
|
$19,334
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
850
shares
|
$19,065
0.0% of portfolio
|
Q1 2024
Reduced 56.41%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$17,944
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$17,495
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
738
shares
|
$16,553
0.0% of portfolio
|
Q4 2024
New holding
|