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 196 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $715 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,230,940
shares
|
$71.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,054,786
shares
|
$67.8 Million
2.59% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,600,656
shares
|
$35.6 Million
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,366,856
shares
|
$30.4 Million
0.21% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
1,355,971
shares
|
$30.1 Million
0.43% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,246,795
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
867,832
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
811,921
shares
|
$18 Million
0.23% of portfolio
|
Q3 2024
Added 59.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
795,109
shares
|
$17.7 Million
0.27% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
671,357
shares
|
$14.9 Million
1.76% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
568,916
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2024
Added 47.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
554,399
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
550,580
shares
|
$12.2 Million
0.21% of portfolio
|
Q3 2024
Added 4935.95%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
547,048
shares
|
$12.1 Million
4.74% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
546,020
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
543,934
shares
|
$12.1 Million
0.26% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
502,519
shares
|
$11.2 Million
1.24% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.5 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
470,875
shares
|
$10.5 Million
1.77% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
419,853
shares
|
$9.32 Million
0.65% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
412,073
shares
|
$9.15 Million
0.0% of portfolio
|
Q3 2024
Added 41.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
393,976
shares
|
$8.75 Million
0.02% of portfolio
|
Q3 2024
Added 82.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
387,381
shares
|
$8.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.86%
|