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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
82,448
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
71,962
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
71,307
shares
|
$1.6 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
69,719
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
68,898
shares
|
$1.55 Million
1.2% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
62,368
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
59,461
shares
|
$1.33 Million
0.76% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,013
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
58,481
shares
|
$1.31 Million
1.05% of portfolio
|
Q2 2025
Added 64.09%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
57,634
shares
|
$1.29 Million
1.02% of portfolio
|
Q1 2025
Added 38.49%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
57,237
shares
|
$1.28 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
53,285
shares
|
$1.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
52,487
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
50,997
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,104
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
48,772
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 115.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
47,338
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
46,754
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
46,044
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
45,254
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,303
shares
|
$993,716
0.0% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
43,665
shares
|
$979,405
0.03% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
43,434
shares
|
$974,224
0.11% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,547
shares
|
$954,329
0.13% of portfolio
|
Q2 2025
Added 8.34%
|