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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
122,458
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
121,750
shares
|
$2.73 Million
0.06% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
118,792
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
117,662
shares
|
$2.64 Million
0.7% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
115,514
shares
|
$2.59 Million
0.13% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
110,200
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
109,640
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.43 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
107,500
shares
|
$2.41 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
106,655
shares
|
$2.39 Million
0.3% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
103,078
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
101,081
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
99,915
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
97,110
shares
|
$2.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
96,951
shares
|
$2.17 Million
0.1% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
94,912
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
93,513
shares
|
$2.1 Million
0.41% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
92,956
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 59.75%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
90,135
shares
|
$2.02 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
89,591
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
88,356
shares
|
$1.98 Million
0.64% of portfolio
|
Q1 2025
Added 65.71%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
84,747
shares
|
$1.9 Million
1.39% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
83,557
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|