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 269 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,459,782
shares
|
$122 Million
2.19% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,467,375
shares
|
$77.8 Million
0.01% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,458,097
shares
|
$77.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,883,167
shares
|
$64.7 Million
2.48% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,023,190
shares
|
$45.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,979,633
shares
|
$44.4 Million
5.85% of portfolio
|
Q2 2025
Added 41.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,456,004
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,210,609
shares
|
$27.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,196,483
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Added 55.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,114,208
shares
|
$25 Million
0.01% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,098,351
shares
|
$24.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,007,320
shares
|
$22.6 Million
0.25% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
958,118
shares
|
$21.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
782,545
shares
|
$17.6 Million
2.7% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
782,504
shares
|
$17.6 Million
1.41% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
748,226
shares
|
$16.8 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
743,351
shares
|
$16.7 Million
5.28% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
694,099
shares
|
$15.6 Million
0.07% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
644,028
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
623,275
shares
|
$14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
604,366
shares
|
$13.6 Million
1.46% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
603,607
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
595,846
shares
|
$13.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
560,719
shares
|
$12.6 Million
5.09% of portfolio
|
Q2 2025
Added 3.34%
|