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 |
|---|---|---|---|---|---|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
12,232
shares
|
$274,363
0.13% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
12,030
shares
|
$269,832
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
11,503
shares
|
$258,012
0.02% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,484
shares
|
$257,586
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,483
shares
|
$257,563
0.02% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,390
shares
|
$255,477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,306
shares
|
$253,593
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,239
shares
|
$252,090
0.0% of portfolio
|
Q1 2025
Added 287.42%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,836
shares
|
$243,051
0.01% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
10,741
shares
|
$240,920
0.02% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,311
shares
|
$231,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,176
shares
|
$228,247
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,164
shares
|
$227,978
0.03% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,074
shares
|
$225,959
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,930
shares
|
$222,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,466
shares
|
$212,322
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
9,335
shares
|
$209,384
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,145
shares
|
$205,122
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
9,014
shares
|
$202,184
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
7,876
shares
|
$176,658
0.12% of portfolio
|
Q1 2025
Reduced 71.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
6,892
shares
|
$154,587
0.03% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$143,237
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,137
shares
|
$115,222
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,101
shares
|
$114,415
0.03% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,555
shares
|
$79,738
0.01% of portfolio
|
Q2 2025
Added 99.94%
|