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 |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$397,302
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
17,655
shares
|
$396,001
0.21% of portfolio
|
Q4 2024
Added 49.09%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,057
shares
|
$382,588
0.09% of portfolio
|
Q1 2025
Added 48.59%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,923
shares
|
$379,582
0.0% of portfolio
|
Q1 2025
Added 933.78%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,789
shares
|
$376,577
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
16,338
shares
|
$366,461
0.26% of portfolio
|
Q1 2025
New holding
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
16,275
shares
|
$365,048
0.08% of portfolio
|
Q2 2025
Reduced 54.99%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,246
shares
|
$364,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
15,963
shares
|
$358,050
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,685
shares
|
$351,814
0.04% of portfolio
|
Q1 2025
Added 0.24%
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
14,866
shares
|
$333,444
0.13% of portfolio
|
Q4 2024
Added 34.64%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
14,457
shares
|
$324,270
0.25% of portfolio
|
Q1 2025
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
14,353
shares
|
$321,937
0.07% of portfolio
|
Q2 2025
Added 8.78%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
14,040
shares
|
$314,917
0.1% of portfolio
|
Q1 2025
Added 412.41%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,768
shares
|
$308,816
0.01% of portfolio
|
Q1 2025
Added 1123.82%
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
13,612
shares
|
$305,317
0.13% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,547
shares
|
$303,859
0.02% of portfolio
|
Q1 2025
Added 5.05%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,234
shares
|
$296,838
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,029
shares
|
$292,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
12,942
shares
|
$290,289
0.03% of portfolio
|
Q1 2025
New holding
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
12,936
shares
|
$290,154
0.0% of portfolio
|
Q1 2025
Added 37.79%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,928
shares
|
$289,975
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,865
shares
|
$288,561
0.01% of portfolio
|
Q1 2025
Added 10.04%
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
12,369
shares
|
$277,436
0.13% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
12,294
shares
|
$275,754
0.01% of portfolio
|
Q1 2025
Reduced 25.91%
|