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 202 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,974
shares
|
$65,993
0.0% of portfolio
|
Q2 2024
Added 494.8%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$60,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,716
shares
|
$60,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,210
shares
|
$49,039
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,057
shares
|
$45,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,013
shares
|
$44,668
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,615
shares
|
$35,836
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,489
shares
|
$33,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,444
shares
|
$32,042
0.02% of portfolio
|
Q3 2023
Added 59.73%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$30,866
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,249
shares
|
$27,715
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,150
shares
|
$25,518
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,124
shares
|
$24,941
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
862
shares
|
$19,127
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
850
shares
|
$18,861
0.0% of portfolio
|
Q1 2024
Reduced 56.41%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$17,308
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
700
shares
|
$15,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
699
shares
|
$15,510
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
601
shares
|
$13,336
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$11,095
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
488
shares
|
$10,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
475
shares
|
$10,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
334
shares
|
$7,411
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
279
shares
|
$6,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
141
shares
|
$3,128
0.0% of portfolio
|
Q1 2024
New holding
|