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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
27,743
shares
|
$619,223
0.37% of portfolio
|
Q1 2024
Added 24.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
27,725
shares
|
$618,822
0.0% of portfolio
|
Q2 2024
Added 17.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$618,397
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,559
shares
|
$615,116
0.0% of portfolio
|
Q2 2024
Added 48.17%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
26,157
shares
|
$583,824
0.34% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
23,680
shares
|
$528,537
0.0% of portfolio
|
Q2 2024
Added 116.22%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
23,669
shares
|
$528,292
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
22,890
shares
|
$510,904
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
22,525
shares
|
$502,758
0.02% of portfolio
|
Q2 2024
Added 54.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
21,813
shares
|
$486,866
0.21% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
21,802
shares
|
$486,620
0.31% of portfolio
|
Q2 2024
Reduced 23.64%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
21,785
shares
|
$486,241
0.04% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
21,770
shares
|
$485,906
0.25% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
21,602
shares
|
$482,156
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
21,539
shares
|
$480,750
0.05% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
21,136
shares
|
$471,755
0.03% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
20,684
shares
|
$461,666
0.2% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
20,271
shares
|
$452,448
0.11% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,963
shares
|
$423,254
0.0% of portfolio
|
Q1 2024
Added 22.83%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,508
shares
|
$413,098
0.0% of portfolio
|
Q3 2024
Added 33.92%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
17,760
shares
|
$396,403
0.11% of portfolio
|
Q3 2024
Added 78.56%
|
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
17,756
shares
|
$396,313
0.08% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$395,354
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
17,700
shares
|
$395,064
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
16,594
shares
|
$370,378
0.01% of portfolio
|
Q3 2024
Reduced 7.71%
|