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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
12,294
shares
|
$276,860
0.01% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,034
shares
|
$271,005
0.01% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,594
shares
|
$261,096
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
11,563
shares
|
$260,398
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,538
shares
|
$259,835
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,484
shares
|
$258,619
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
11,483
shares
|
$258,597
0.02% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,306
shares
|
$254,611
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,226
shares
|
$252,809
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
11,157
shares
|
$251,255
0.0% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
11,136
shares
|
$250,782
0.02% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
10,970
shares
|
$247,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,845
shares
|
$244,229
0.01% of portfolio
|
Q2 2025
Reduced 92.5%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
10,531
shares
|
$237,158
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
10,469
shares
|
$235,761
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
10,393
shares
|
$234,050
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,311
shares
|
$232,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
10,217
shares
|
$230,086
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
10,164
shares
|
$228,893
0.02% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,930
shares
|
$223,623
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,690
shares
|
$218,218
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
9,552
shares
|
$215,111
0.08% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
9,439
shares
|
$212,566
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
9,335
shares
|
$210,224
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,290
shares
|
$209,210
0.01% of portfolio
|
Q2 2025
New holding
|