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 256 institutions that hold shares in the stock, with a total of 54.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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
|
Apr 28, 2025 Q1 2025 |
3,366
shares
|
$75,499
0.01% of portfolio
|
Q1 2023
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,306
shares
|
$74,153
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,282
shares
|
$73,615
0.05% of portfolio
|
Q1 2025
Added 73.28%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,057
shares
|
$46,138
0.0% of portfolio
|
Q3 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,054
shares
|
$46,071
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
1,397
shares
|
$31,334
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
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
|
Jul 07, 2025 Q2 2025 |
1,300
shares
|
$29,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,249
shares
|
$28,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,150
shares
|
$25,794
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,124
shares
|
$25,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,057
shares
|
$23,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
956
shares
|
$21,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
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\
|
Jul 23, 2025 Q2 2025 |
800
shares
|
$17,944
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
745
shares
|
$16,710
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
700
shares
|
$15,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
699
shares
|
$15,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
655
shares
|
$14,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
614
shares
|
$13,772
0.0% of portfolio
|
Q1 2025
Added 25.82%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
601
shares
|
$13,480
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
553
shares
|
$12,403
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
400
shares
|
$8,972
0.0% of portfolio
|
Q2 2025
New holding
|