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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
49,957
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
Added 37.25%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
48,423
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2024
Added 62.33%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
44,288
shares
|
$988,508
0.1% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
44,212
shares
|
$986,811
0.04% of portfolio
|
Q3 2024
Added 100.42%
|
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
42,772
shares
|
$954,671
0.88% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
42,657
shares
|
$952,104
0.77% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
42,183
shares
|
$941,524
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
42,162
shares
|
$941,055
0.03% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
41,450
shares
|
$925,164
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
41,108
shares
|
$917,530
0.07% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
41,008
shares
|
$915,298
0.4% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,050
shares
|
$893,916
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
39,248
shares
|
$876,015
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
38,930
shares
|
$868,917
0.0% of portfolio
|
Q2 2024
Reduced 74.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
34,641
shares
|
$773,187
0.02% of portfolio
|
Q2 2024
Reduced 58.2%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
34,053
shares
|
$760,062
0.41% of portfolio
|
Q3 2024
Added 152.53%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
33,434
shares
|
$746,246
0.33% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
32,709
shares
|
$730,064
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
31,129
shares
|
$694,799
0.19% of portfolio
|
Q3 2024
Added 39.9%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
30,699
shares
|
$685,201
0.09% of portfolio
|
Q1 2024
Added 32.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,619
shares
|
$683,416
0.0% of portfolio
|
Q2 2024
Added 17.7%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
29,229
shares
|
$652,391
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
29,225
shares
|
$652,302
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
29,001
shares
|
$647,302
0.31% of portfolio
|
Q3 2024
Added 57.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
28,894
shares
|
$644,914
0.15% of portfolio
|
Q3 2024
Added 6.34%
|