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 205 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
393,976
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Added 82.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
387,381
shares
|
$8.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
362,544
shares
|
$8.08 Million
0.02% of portfolio
|
Q3 2024
Added 124.06%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
322,119
shares
|
$7.18 Million
1.28% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
300,421
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
292,855
shares
|
$6.52 Million
3.46% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
282,727
shares
|
$6.3 Million
1.8% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
277,777
shares
|
$6.19 Million
0.19% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.06 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
269,429
shares
|
$6 Million
0.7% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
269,228
shares
|
$6 Million
1.18% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
263,530
shares
|
$5.87 Million
0.11% of portfolio
|
Q4 2024
Added 152.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
261,915
shares
|
$5.84 Million
0.15% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
222,671
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
190,692
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
171,891
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
164,532
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
162,533
shares
|
$3.62 Million
0.58% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
157,667
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2024
Added 37.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
156,930
shares
|
$3.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
151,230
shares
|
$3.37 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
145,694
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
136,456
shares
|
$3.04 Million
0.51% of portfolio
|
Q4 2024
Added 229.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
129,434
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
128,150
shares
|
$2.86 Million
2.25% of portfolio
|
Q4 2024
Added 1.72%
|