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 184 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
104,207
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
103,534
shares
|
$2.31 Million
0.97% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
102,571
shares
|
$2.29 Million
0.16% of portfolio
|
Q3 2024
Added 89.34%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.22 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
94,665
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
88,086
shares
|
$1.97 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
80,531
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,907
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
78,211
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2024
Added 12.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
77,289
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
76,763
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2024
Added 95.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
76,711
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 26.48%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
72,927
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
71,500
shares
|
$1.6 Million
0.22% of portfolio
|
Q3 2024
Added 70.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
67,302
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Added 24.15%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
66,736
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Added 104.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
62,274
shares
|
$1.39 Million
0.3% of portfolio
|
Q2 2024
Reduced 16.49%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
61,199
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
59,220
shares
|
$1.32 Million
0.84% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
58,639
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2024
Added 16.08%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
56,624
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
55,264
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 53.08%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
55,041
shares
|
$1.23 Million
0.94% of portfolio
|
Q2 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
55,000
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2024
Reduced 26.67%
|